Your Phones Are Talking: Turning Calls into Client Intelligence

Description

Today's TECH CONNECT Topic

Every day your agency has dozens of client conversations, and most of that information never makes it into your management system. This session shows how call summaries, automatic documentation, and phone data can protect you from E&O exposure and make sure nothing a client tells you ever falls through the cracks.

More to Come

• January 13:  New Year, New Stack: The Agency Tech Tune Up

The TECH CONNECT Series

Connecting Independent Agencies with the Technology That Moves Them Forward

Technology is transforming the insurance industry at an unprecedented pace. Tech Connect is a PIA ongoing educational series designed to help Professional Insurance Agencies stay informed, evaluate emerging solutions, and make smarter technology decisions.

Each session features industry experts, technology providers sharing practical insights on today's most important topics—from AI and automation to agency management systems, cybersecurity, digital marketing and more.

Whether you're exploring new tools or refining your agency's technology strategy, Tech Connect delivers real-world ideas and actionable takeaways you can put to work immediately.

Connect. Learn. Innovate. Grow.

Speaker: Matt Slade

Matt Slade is Co-Founder of PrismAMS and has spent more than 20 years in insurance technology, working with AMS vendors, comparative raters, carriers, and independent agencies across the country. He is the author of The Insurance Agency’s Non-Techie Guide to Cyber Security and consults with independent P&C agencies on IT strategy, cybersecurity, and automation. Matt is based in the Pacific Northwest.