It’s the start of another week, which means yet another insurance team meeting. The best, most well-led meetings are agenda driven. Agendas help teams stick to a time frame and deliver more meaningful information. However, there’s a lot of ground to cover, such as training and examining new and lost business, client issues, company policies and workflows, open and closed claims, as well as key performance indicators (KPIs). KPIs might include quote, quota and contract rates, number of referrals, bind rates, percentages pending, sales growth, new policies per agency, retention, and policies in-force per agent. As you can see, that’s quite a lot to factor in to a meeting.
It can be incredibly challenging to present such a large variety of complex information in an effective manner. Some information needs to be shared by many participants and from many sources, such as device applications, websites, and various software as a service (SaaS) items. Added to that is the challenge that one piece of information from one stream may need to be compared with another stream. All these moving parts drain time and attention when participants have to pass around an HDMI cable in a conference room or constantly alternate the person sharing their screen on a video conference platform. With the right display technology, insurance teams not only ensure that their meetings run as efficiently as possible, but also jump start improved presentation skills and overall motivation.