Insurance Agency Trendsetters

Charlotte Hicks and George Robertson

Join Charlotte Hicks and George Robertson as they discuss trends in marketing and technology to help insurance agents be more profitable and efficient and deliver a customer experience that attracts and retains their ideal clients. read less


Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
Dec 12 2023
Ron Shroyer: How AI is Helping Insurance Agencies Grow Organically
#041 -  Join us for an engaging discussion as Charlotte Hicks and George Robertson chat with Ron Shroyer from Aureus Analytics about the latest developments in their company over the past two years. In this podcast episode, we dive into the world of insurance technology and its impact on the industry's operations and client services. Ron sheds light on the growing utilization of AI and big data analytics in insurance agencies. These technologies are playing a significant role in streamlining operations and improving efficiency, ultimately leading to better service for clients. He also shares insights into Aureus Analytics' successful integrations with management system platforms like Applied and EZLynx, as well as their partnership with Agency Zoom. This isn't Ron's first time on our podcast, and his experience and expertise in the insurance industry make for a fascinating conversation. He offers valuable insights into the future of the industry and how technology is driving demand and adoption by new players in the market.If you're interested in learning more about the evolving landscape of the insurance industry and the role of technology in shaping its future, join us for this informative discussion with Ron Shroyer from Aureus Analytics.  00:35 Revisiting the Journey of Aureus Analytics00:54 The Evolution of AI in Insurance01:26 The Impact of AI on Insurance Agencies02:23 The Role of AI in Customer Retention and Cross-Selling02:57 The Increasing Interest in AI Among Insurance Agencies04:12 The Integration of Donna with Other Platforms04:35 The Difference Between Reporting and Analytics05:44 The Role of AI in Enhancing Agency Workflows09:14 The Future of AI in Insurance Agencies21:27 The Impact of Acquisitions on Tech Adoption in Insurance Agencies26:38 Emerging Insurtech Solutions Links:Aureus Analytics Insurance Agency Trendsetters Episode 041 (with full show notes)
Ron Shroyer:  Leveraging Data to Add Value to Your Customers and Your Agency
Dec 28 2021
Ron Shroyer: Leveraging Data to Add Value to Your Customers and Your Agency
Description:#034 – What you don’t know about your customers can hurt you — and them.  In this episode, we talk with Ron Shroyer of Aureus Analytics about how Donna for Agents is helping agents improve their customer experience, increase retention, and grow their agencies. There’s no question, we’re living in the age of data analytics. Companies outside of the insurance industry are using it to provide a better customer experience so your agency customers expect that level of service from you too. Listen in as we dive into the topic and discuss...·      What customers have been trying to tell us for years... and we haven’t been hearing·      Why looking back at past data isn’t enough and how to be proactive·      How the SentiMeter ® score helps you save your accounts·      The role unstructured data plays in improving customer loyalty·      How Donna seamlessly drives higher profitability Plus, we discuss the move toward API-driven integrations that are improving the ease of doing business for agencies.  For full show notes and previous podcast episodes go to:www. be sure to click “subscribe” so you don’t miss any upcoming episodes, including unannounced bonus episodes.Links:Videos and more information about Donna can be found here: DonnaForAgents.comor email: Ron [at] aureusanalytics.comRelated Episodes:Chris Paradiso Aubie Knight  Tarmika Agency Zoom Carey Wallace