Skip to content

San Francisco Roundtable

Hearsay_Product_Email_Webinars_Banner.png
Proactive Digital Engagement
Making the shift from reactive to proactive and why it’s important for digital success in insurance
Tuesday, October 22 @ 10am PT / 1pm ET

Adding digital engagement to the relationship between an agent and a policyholder has the potential to improve customer experience as well as reduce operating cost. By increasing proactive engagement, there are opportunities throughout the policyholder lifecycle to improve retention and efficiency in areas like billing delinquency, claims outreach, and rate changes on renewal.

Join this webinar with Deb Smallwood, CEO/Founder of Strategy Meets Action and Eugene Lee, VP, Insurance Solutions at Hearsay, as they discuss:
  • The difference between reactive and proactive engagement
  • A check list and framework for digital engagement, plus the type of capabilities required for advisors and agents to execute
  • A successful billing use case and how it applies across the policyholder lifecycle

Bonus! Receive a complimentary copy of SMA’s Proactive Digital white paper for attending the live webinar.




Speakers: 

Deb Smallwood.png

Deb Smallwood
CEO/Founder
Strategy Meets Action

Eugene Lee.png

Eugene Lee
VP Insurance Solutions
Hearsay Systems