First Impressions Count! How MGAs can supercharge the agency experience

17/05/2023 | Online Zoom Conferencing

It’s nearly 20 years since statutory regulation of general insurance placed the acronym TOBA into everyday insurance talk. Agency application processes have developed little in that time, with brokers still reporting that their onboarding journeys with suppliers are slow, repetitive and leave business opportunities missed. Many MGAs limit the number of brokers they trade with, simply because of the drama associated with opening an agency! With online bank account opening, mobile onboarding, e-signatures, and pre-filled forms we ask…
How can MGAs use tech to rapidly find, engage, sign and trade with new producers in an on demand, global, digital marketplace?

Learning Objectives

At the end of this session, delegates will be able to: –

  • List time to market challenges and outline where MGAs can get an edge
  • Describe current practices and explain how they can change
  • Summarise how data and technology can transform the experience
  • Outline a ‘customer first’ model and process that is fast, effective and compliant

About the Presenters

Paul Tasker (CEO)

Paul Tasker is a founder and CEO of both insurance and technology businesses, including Tasker Insurance Group and REG Technologies. Throughout his career Paul advocated the use of technology to accelerate B2B trade in the insurance market though online trading, business intelligent and smart process design.

Victoria Slade (Head of Sales)

Victoria Slade has a background in insurance sales, experience she brings to her current position as Head of Sales for SaaS company REG Technologies. In her role Victoria works with Insurers and MGAs to help them expedite trade whilst maintaining compliance, oversight and governance.