Connected Conversations in Insurance

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Connected Conversations In Insurance

Canopy Connect

20 episodes

3 days ago

Connected Conversations in Insurance – A Canopy Connect Podcast Welcome to Connected Conversations in Insurance, the podcast by Canopy Connect where we dive into the stories, strategies, and technology shaping the future of the insurance industry. Each episode, we sit down with top agents, industry leaders, and innovators to discuss the challenges they face, the solutions they’ve found, and how they’re streamlining their processes to better serve clients.

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Connected Conversations in Insurance | Mariah Gates

Connected Conversations In Insurance

33 minutes 5 seconds

1 month ago

Connected Conversations in Insurance | Mariah Gates

Mariah Gates on Automating Insurance Agencies & Embracing Tech | Connected Conversations

In this episode of the Connected Conversations in Insurance podcast, host Nick Berry from Canopy Connect interviews Mariah Gates, founder of Accelerated Automation. Mariah discusses her journey from an insurance agent to a tech consultant, highlighting her use of CRM tools like Agency Zoom to revolutionize operations. She shares insights on the challenges and benefits of adopting automation in the insurance industry, including client education, organizational efficiency, and the importance of personalized communication. Mariah also emphasizes the significance of change management and flexible communication methods to enhance customer and staff experience. Tune in for valuable tips on implementing technology to streamline insurance business operations.

00:00 Introduction to the Insurance Industry

00:22 Meet Mariah Gates: From Insurance Agent to Tech Consultant

00:42 The Birth of Accelerated Automation

01:40 Life in Idaho: Technology and Lifestyle

02:31 Challenges and Solutions in the Insurance Industry

04:33 Implementing CRM and Automation in Agencies

11:42 Best Practices for Technology Adoption

18:41 The Importance of Client Education and Personal Touch

32:15 Final Thoughts and Contact Information

Connect with Mariah:

LinkedIn: https://www.linkedin.com/in/mariah-gates-61459b277/

Accelerated Automation:

https://acceleratedautomation.net/Canopy Connect: https://www.usecanopy.com/agencies