River Bluff Technologies was honored to exhibit at the 2015 Blue Cross Blue Shield of Minnesota Fall Agent Conference on September 21stat the Minneapolis Convention Center, and had hundreds of agents and agency representatives visit our booth, including current and prospective customers.
Approximately 200 visitors completed our market survey, with 50% indicating interest in a series of upcoming Smart Agent webinars in late October and early November themed “Make 2016 Your Best Year Ever!”
One of the more interesting aspects of the survey was the results of what respondents felt were the most useful features for systems to manage customer relationships/contacts and other agency records.
The top 5 features were:
- Client/Household Tracking/Reporting (60% felt this would be among the most useful features)
- Insurance Policy Tracking (51%)
- Activity History/Compliance Reporting (49%)
- Sales Opportunity Reporting/Dashboard (47%)
- E-Mail Integration (46%)
Thanks to all the visitors to the RBT booth, especially the survey respondents, and congratulations to the Apple iPad Mini raffle winner Jeremy Tok of the Walt Palmer Agency.
If you are an Independent Agent/Agency, click here to learn more about our Smart Agent platform and how it would be an asset to your business!