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Applying Deloitte's Research in Mid-Market Insurance to your Business

Deloitte Research put together a great article for Mid Market Insurance carriers on services they could add to increase loyalty and wallet share with their clients.  This same research is applicable to brokers as well.

Source: ChannelBound Staff, as featured in NAHU’s ABS Magazine

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Benefits Administration System Evaluation: 5 Pillars to Review

We listened to a lot of pitches and reviewed a lot of materials from the market and thought we would give our view from a consultant’s perspective that have experience rolling out  enterprise class business systems.

Source: ChannelBound Staff, as featured in NAHU’s ABS Magazine

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How to Make Sure Your Digital Transformation Succeeds

A digital transformation is an ambitious undertaking. To make it work at scale, companies need discipline, planning, and committed top-down leadership. In this wide-ranging interview with McKinsey’s Martin Hattrup-Silberberg, Jürgen Meffert, co-author of Digital @ Scale: The Playbook You Need to Transform Your Company, outlines the challenges—and rewards—of doing it right.

Source – How to Make Sure Your Digital Transformation Succeeds –Jürgen Meffert- McKinsey & Company 

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CIOs fear employees, outdated systems

Nearly half of government federal IT believe they are better positioned today to defend their IT systems against cyberattacks than they were a year ago, according to a survey by the Professional Services Council and Grant Thornton released Sept. 25.

Source – CIOs fear employees, outdated systems – Derek B. Johnson 

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Digital Marketing for Brokers - How to choose the right tools (PDF)

Everyone needs coverage and benefits they can count on. Brokers and agents compete to earn trust by providing the right package for each individual or organization, and serving each client with distinction. A broker’s time is scarce, prospect attention spans are short, and marketing budgets are tight. What’s the best use of time and money to meet strategic
objectives for service quality, top line growth and profitability?

Source: ChannelBound Staff

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Marketing Automation vs CRM: Why brokers need both.

MA grows the pipeline of leads, increasing capture rates, so sales teams can be more productive by focusing on managing their sales cycle and service reps can ensure customer success and satisfaction. MA generates more leads from website traffic by identifying the source of anonymous visits. Since 98% of web traffic is anonymous without MA, visitor ID presents a treasure trove in an ocean of prospects. MA enables efficient handling of large numbers of prospects through high-touch, low effort communications. Automated, real-time responses engage leads when they’re hot, before they move on to competitors.

Source: ChannelBound Staff

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Technology Tips for Brokers

It’s 2018, and we are now less than two years from 2020. Will tech be more a part of your and your customers’ business in the next two years? This article will provide some actionable guidance on how to go about incorporating tech into your business.they move on to competitors.

Source: Brett Bussell – ChannelBound Staff

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Marketing Automation Overview

The use of marketing automation makes marketing much more efficient, eliminating manual processes, and allowing you to connect with audiences in new ways. Find out what marketing automation can do for you.

Source: ChannelBound Staff

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SaaS: From Scarcity to Overabundance

The unbundling and democratization of Systems of Record (SORs in the rest of the post) lead to an explosion of new SORs players but also of Workflow apps which are flourishing in bigger and bigger software ecosystems.

Source: SaaS:  From Scarcity to Overabundence by Clement Vouillon Research analyst & startup hunter @pointninecap

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Find and Compare the Best Benefits Systems

Finding the best benefits system for your  company can be a daunting task but the rewards and benefits from picking the right one can provide innumerable advantages.  Here is a list of 100+ Benefits Administration Systems from  leading SaaS review site – Capterra.

Source:  Benefits Administration Systems List from Capterra

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Full Suite Versus Best of Breed

Making the wrong choice between implementing a full-suite solution or a best-of-breed application can be a disastrous career move for any executive. However, a close look at our third annual Service Leader awards reveals that in some areas within the customer service technology industry, the age-old debate is being resolved.

Source – Full Suite Versus Best of Breed – David Myron – CRM.com

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Marketing Technology Landscape Supergraphic

The newest edition of the marketing technology landscape supergraphic has been released, now with 1,876 vendors represented across 43 categories.

Source – Marketing Technology Landscape Supergraphic – Scott Brinker – Chief Marketing Technologist 

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Six Simple Steps To Mastering Marketing Automation

Marketing automation isn’t a passing fad. The technology has completely transformed the worlds of marketing and advertising and will continue to do so in the coming years. While big names like Marketo, Oracle Eloqua and Pardot tend to dominate the conversation, there are countless other players in the marketing automation space, and the market is projected to reach $7.63 billion by 2025.

Source – Six simple steps to mastering marketing automation- Drew McLellan – CEO of Agency Management Institute, serving 250+ agencies to help the owners build profitable agencies that evolve and scale.

 

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Data is Not Just a Commodity — Yet

Big data is pretty much like the universe, near infinite and always expanding. So what happens when data becomes a commodity that every marketing firm has? Does the ever-expanding sphere of data stop growing, turning flat?

Source – Data is Not Just a Commodity – Yet – William Terdoslavich,- Freelance Contributor

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Everything To Know (Marketing Automation - PDF)

ChannelBound marketing automation features, powered by SharpSpring, are comparable to Hubspot Enterprise, but ChannelBound is 1/3 the cost and includes 10X the number of contacts.  ChannelBound doesn’t over-charge you if your eMail volume exceeds 25k, either.

Source: ChannelBound Staff

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How to Choose Marketing Automation Platform to Drive Predictable Growth

If your goal is creating predictable revenue growth, the secret for success doesn’t lie in choosing between inbound or outbound tactics, but in integrating and aligning both functions into a sustainable, scalable process.

Source – How to Choose Marketing Automation Platform to Drive Predictable Growth-Doug Davidoff:

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Why G Suite may be right for your small business

G Suite, as Google’s Apps for Work was rebranded last year, was built for the internet — no surprise there, given Google’s post-PC heritage. That approach has informed its applications, which work on the cloud. It also means that your company won’t ever lose data or documents because all the changes on Google documents get automatically saved and backed up to a Google cloud. All your team needs is a web browser on a computer or mobile device with internet access.

Source: Why G-Suite May Be Right For Your Small Business- CNET