7 Steps to Better Tech Decisions

7 Steps to Better Tech

Presentation
January 28 | 9:00 AM

Choosing new technology can be a daunting, expensive, and even frustrating endeavor for independent agencies. But it doesn’t have to be. By slowing down before speeding up, your agents will be able to minimize some of the common challenges that can emerge when considering if and how to choose new technology for their business.

Join us for this interactive and comprehensive session discussing 7 Steps to Better Tech Decisions. Attendees can expect insights into the following to assist their agent members:

Creating a strategic business plan including budget and long-term goals.
Tips on selecting technology partners.
Engaging your team to understand and utilize new technology.
Post implementation considerations and change management coaching.

About Chris Cline, Executive Director, Agents Council for Technology

Through Chris Cline’s 25+ years in the insurance industry, he has established himself as an industry resource for topics such as perpetuation, M&A, culture, agency operations, marketing and sales, data and analytics, DE&I, and technology and is consistently asked to speak or write about these topics at industry events around the country. In spring of 2022, Chris assumed leadership of the Agents Council for Technology as ACT’s Executive Director.

In his prior carrier roles, Chris led teams focused on the entire agency/carrier life cycle with a focus on appointments, M&A, emerging models, producer agreements, contractual complexities, licensing. He has additional experiences across diverse disciplines ranging from graphic design, marketing, sales, employee training, compliance, and personal lines underwriting.

He was also host of the award-winning podcast, Closing the Gap, the 2021 recipient of the Independence Bell Award, presented by the Ohio Insurance Agents for contribution to the industry, is a board member of Insure Equality and the Knox/Licking Ohio Goodwill, and published his first book, “Inertia of Legacy”, in October 2023.

Chris earned his degree in Graphic Design from the University of Akron. Away from work, Chris and his family spend as much time as possible camping, playing guitar, and cruising the family hot rod, racing BMX, and beginning work on his second book.