Sound Strategy

Ten Important Preconditions
for Out-facing Services

Sounding Line evangelizes the benefits of out-facing services, but it's reasonable to offer a few caveats. Out-facing services can't spring full-blown from a principal's intensions. The groundwork must be in place first. Here are some preconditions you should pay attention to before trying to implement out-facing services.

  1. High speed Internet connection: Everyone in the agency should be connected full time and at a reasonable rate (probably greater than 128KB or better for each workstation).
  2. E-mail: Everyone in the agency should have an e-mail address, be trained in its use, use it regularly, and respond to incoming mail in less than one hour. In order to be really useful, the e-mail system must support shared folders so that customer e-mail can be stored in a way everyone can have access to it.
  3. Management system versions: If at all possible, agency management system software should be brought to the current release within six months of its availability. Your operating systems, utilities, servers, and other tools should be kept current as well.
  4. Data: If your management system doesn't contain complete, accurate data, you should create and implement a plan so that it will. Customer self-service feasibility depends to a great extent on what data you have to work with.
  5. Paperless: Being paperless means have the commitment, procedures, and discipline to take full advantage of technology - including digital interaction with customers.
  6. Training: Your staff can only take advantage of technology if they know how to use it - and that can't be left to chance. Include generic software, like Windows and Word, in your training regimen.
  7. Disaster recovery: You must have a program in place that covers hardware, software, data, paper, office space, and other elements. Recovery is only possible with regular, tested backups stored off site.
  8. Security: To take advantage of the Internet, your system needs to be connected to it, and that means taking appropriate precautions with firewalls, virus detection, and other security systems and appropriate behavior.
  9. Participation: Make use of and contribute to your user group. Educational programs, and especially peer help, can be enormously useful in steering you toward practical solutions.
  10. Management: Technology doesn't manage itself, and left to its own devices will become increasingly more expensive and less useful. Agency management must be in charge and take ownership - and bring in others to carry out projects - that the agency as a whole believes in.

Sounding Line
October 2001

Agency:
Thousand Islands Agency

Editorial

Vendor: e-sher Underwriting Managers

Carrier: Republic Group

First Impressions

Contingency Plans

Resources

Strategy