Three Steps to Make Change Easier

Change. Whether you’re implementing insurance agency management software for the first time or moving from one software platform to another, you’re engaged in change. And change can be hard.

Change can be uncomfortable. You may realize the need to improve the way you run your health insurance agency. After all, that’s why you’re shopping for a CRM or agency management system. However, you and your team are used to doing business a certain way. And that way is, usually, familiar and comfortable.

There is also that pesky “change takes time” thing. You’re in the insurance business, not the software business. You have prospects and clients to attend to. You have insurance carrier reps to talk to. Products to learn. Employees to train. When it comes to priorities, learning new software will rarely be at the top of your list.

So, how do you make change?

For an insightful, in-depth dive into the subject, you may want to read Switch: Making Change When Change is Hard by Chip and Dan Health. It’s entertaining, helpful and well worth your time.

In the meantime, however, here’s three lessons I’ve learned in the past 30 years of developing and implementing sales software. During that time I’ve engaged in new technologies at health insurance agencies, general agencies, health insurance carriers, and insurtech start-ups (like NextAgency). Given that this is a NextAgency blog, I’m focusing on implementing insurance agency management software. But the lessons apply to any change — buying new equipment, entering new markets, selling a new product and so on.

Lesson 1: Appoint a Champion

Implementing new software requires everyone in your insurance agency to be involved. Your entire team needs to make time for training. They need to use the new agency management system so that the data is current and stays relevant. However, you can make things easier for everyone by appointing a change champion. This individual is on point, leading the effort to implement your new software. Others can procrastinate (a bit), but not your champion. Your champion works with the software vendor’s success team (like our NextConcierge group). Your champion schedules training, helps other find training videos and helpful articles. They offer encouragement to others and pay attention to progress. They’re the go-to person in your agency others talk to when they have questions.

Without a champion, everyone has plenty of excuses. “I have other things to do.” “This isn’t my job.” “I haven’t been trained.” Change champions, however, cuts through the excuses. She answers questions. She provides an example. She gets things done.¬† Whether you are implementing new agency management software or adding a new product line, someone needs to lead the charge. And as the agency owner, it’s your obligation to appoint — and support — that champion.

Lesson 2: Embrace Frustration

Even bad habits can feel familiar and secure. By definition change — and change — forces people out of their comfort zone. Change demands a learning curve. The status quo does not. The learning process can be frustrating simply because it’s different. “Why is that button blue? In our old system it was orange.” “Why is search field on the right instead of the left?” “Why do I have to enter my notes in the software instead of on a Post-it?” You get the idea.

This frustration is natural — and even helpful. It shows your team is thinking about what they’re doing. It’s part of the process of developing new habits. And it’s very human. Does it matter whether a button is blue or orange? Probably not. But you’re moving your team out of their comfort zone and they’re annoyed. Expect frustration and know it will pass. In a few weeks, the change becomes the status quo.

Lesson 3: Choose Flexibility

Some change is needed. Some is not. If you’re successful enough to consider insurance agency management software, you’re doing something right. So why would you change what’s working? Learning new software is one thing. Abandoning what’s made you successful is another thing altogether.

Instead, choose software (or hardware) that helps you do what you do — just in a more effective and efficient way. You know, software like NextAgency. We designed NextAgency for health and life insurance agencies. We know, however, that every agency is different. Which is why we made NextAgency flexible. So you can personalize the platform for your agency.

Change is Inevitable

In today’s reality, change is inevitable. Laws change. Products change. Client expectations and needs change. Insurance agencies who pretend the status quo is permanent will lose. This is why agency management systems more agencies are adopting software like NextAgency every month.

Given that insurance agencies like yours — you know, the ones that will be around for the long-term — will adapt, make the change process easier. You can do that by 1) appointing a champion; 2) embracing frustration; and 3) choosing flexibility.

NextAgency saves health and life insurance agencies time, money and clients with a powerful, modern agency management system featuring CRM and commission management tools. Please visit www.NextAgency.com to learn more. And to see NextAgency in action, please sign-up for a free demonstration at one of our regular webinars.

Is Your Insurance Agency Software Flexible Enough?

Take any two health insurance agencies. Or life insurance agency. Or Medicare agency. They may look alike to an outsider. However, I guarantee you, they’re not.

Insurance agencies have their own skill sets. They have their own way of doing things. In short, each insurance agency is unique.

This benefits consumers. They can find the insurance agent that is their best fit. Perhaps that’s why life and health agencies thrive in the face of online alternatives, unlike what happened in other industries. Travel agencies, you have our deepest condolences.

Who’s the boss? You or your software?

Which raises an interesting question. Why does insurance agency software treat you like you’re all the same? Too many technology platforms seem to be designed from the top down. The software company decides “This is best practice. It’s our way or the highway.” They demand their users adapt to the software

NextAgency is different. We built NextAgency to, as much as possible, adapt to the way you work.

NextAgency delivers an agency management system with CRM and commission management tools, We built the software specifically for insurance agencies selling and servicing health, life, senior and similar policies. But we know each agency is unique. Generic software requires a lot of customization. NextAgency is built for insurance agencies. There’s no need to configure NextAgency to your business. You can use NextAgency straight out of the box. OK, we’re cloud-based software so there’s no real box. We’re talking metaphors here.

We made NextAgency flexible

We’re saying NextAgency works for benefit agencies as is. However, you can personalize NextAgency to an amazing degree. Yes, we have insurance policy templates. But you can edit them or create your own. You can even create templates for non-insurance products. And sure, we provide a host of fields to capture data about your prospects and clients. Yet you can add custom fields — as many as like. Our commission management tools are considered among the best around. However, feel free to track additional compensation information.

You get the idea. You don’t have to personalize NextAgency. But you can.

A lot of health insurance agencies are looking for software to help them grow. They want to organize client data, keep their commitments, manage their commissions, and, well, work smarter. You may be one of them. If so, ask any software company you consider about their flexibility. Do they offer a one-size fits all solution? Or can you adjust the fit like you can with NextAgency?

Building flexible software isn’t easy. But we find it worth the effort. Because the result is an agency management system that doesn’t change the way you do business. Rather, our software helps you do your business your way, just better.

And isn’t that what your software should do?

NextAgency saves insurance agencies time, money and clients with a powerful, modern agency management system. To learn more please visit us at www.NextAgency.com and sign-up for a free demonstration at one of our regular webinars.