***Accredited in Ontario and Alberta. To redeem credits, please complete course test: https://trufla.typeform.com/to/TXa4EfOr

Leaving Legacy Behind" is a pivotal 30-minute recorded session tailored for insurance brokers keen on navigating the swiftly evolving tech-driven landscape. The session kicks off by underscoring the escalating significance of technology in the insurance sector and the imperative for brokers to modernize in order to remain competitive. It draws an analogy between reliance on outdated legacy systems and braving a hurricane, emphasizing the need for technological agility to withstand unforeseen challenges.

The narrative then shifts to the pressing necessity for remote operations, as highlighted by the COVID-19 pandemic, and underscores the limitations of legacy systems in adapting to such demands. A poignant anecdote about a failed request to a legacy provider serves as a wake-up call, illustrating how outdated technology can stifle responsiveness and hinder client satisfaction.

Participants are taken through the crucial decision-making process of switching providers, reinforcing the urgency for brokers to adopt modern insurtech solutions or risk stagnation. The session draws parallels between the devastation of a hurricane and the disruptive potential of clinging to outdated technology, advocating for proactive measures to safeguard against future uncertainties.

The journey continues as brokers are urged to embark on a quest for insurtech solutions that align with their evolving needs, emphasizing the importance of factors such as accessibility, data integrity, and user satisfaction. A deep dive into understanding insurtech and its transformative role in the industry paves the way for exploring software solutions that can revolutionize brokers' ability to serve clients effectively.

Acknowledging the hurdles of change management, the session offers insights on how brokers can navigate this transition, ensuring their teams are aligned with the technological shift. The critical role of documentation and process mapping in enhancing efficiency is highlighted, underpinning the session's focus on operational excellence.

Concluding with a summary of key lessons and actionable takeaways, the session serves as a clarion call for brokers to embrace change and leverage technology to excel. It's not just a recorded session; it's a roadmap for insurance brokers determined to thrive in the face of legacy systems and an ever-changing market landscape.