TechKnowFile: The Importance of a Hands-on CEO
Technology | Colleen Lazanich | Feb 26 2019
Successful Change Calls for Leadership Commitment and Engagement
Successful change within any organization requires leadership commitment, plain and simple. This certainly is true in our business, especially when it comes to automation. Leaders must drive technology change at their firms. As important, and perhaps more so, leaders need to be involved in implementation for those changes to be successful. Simply put, a leader needs to think “big picture” and take the course that fits an agency or brokerage’s long-term strategy.
As chief executive officer of CalNonprofits Insurance Services, a subsidiary of the California Association of Nonprofits, I am very hands-on with our technology and in implementing new tools. I am able to translate tech speak to business speak and vice versa. So naturally I end up finding technologies that can benefit our staff and help our clients efficiently.
Identify what your customers need and want, and then find the best technology to address those needs while also gaining efficiency for your customer service staff.
We realize efficiency gains from our agency automation system. Because technology helps us provide clients a seamless view of their policies and can connect them to their account manager or producer when they need assistance, we also deliver an improved customer experience.
Read the full article on RoughNotes.com.
Tags: Technology , TechKnowFile , Rough Notes , Leadership