Mobility has provided businesses of all types with new ways to engage existing and potential customers, offering faster customer service by obtaining and delivering information in real-time and on-the-move using mobile devices and apps.
As agencies and insurers transition work processes and capabilities to mobile devices, agents and brokers can perform most informational and transactional activities on the go. This not only improves the advisory experience, but helps agents reduce costs and time spent waiting on carrier responses or uploading and downloading forms. But although many carriers have adopted BYOD policies, they are still challenged with integrating personal mobile devices into the company's IT system while maintaining data security.
By working with an IT mobility expert, a carrier or agency can strategically set up the appropriate infrastructure to manage advisors' mobile devices, maintain data security and ease the workflow between paper and digital documents.
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