Start Date: 9/12/2024 1:00 PM EDT
End Date: 9/12/2024 2:00 PM EDT
Organization Name:
PRMA
Contact:
Join PRMA and Modern Metric for High-Tech Meets High Touch.
This webinar, part of PRMA’s Service Provider Webinar Series, will uncover the importance of a human + digital approach to insurance. Technology is not only a path to reduce work and costs but also a way to empower companies to provide a superior customer experience. Modern Metric’s approach is to leverage technology to foster deeper client relationships, deliver more personalization, and curate richer customer experiences – at scale.
Takeaways
- The discovery process for private client accounts is often collaborative. Modern Metric’s Discover lets you get on the same page with your clients, their spouses, advisors, and assistants.
- Modern Metric’s open API platform allows you to leverage third-party data for homes and vehicles, easily send quotes to private client carriers, and streamline your processes by integrating into AMS.
- Wow your clients with an online proposal where they can compare several options side-by-side, select, and then sign off on the one they want.
Speaker: Jon Kelly, CEO of Modern Metric
Jon’s career in the insurance industry started in 1995 with Mercer Management Consulting, where he performed strategy work for Prudential, CNA, and Fireman’s Fund. In 1998, Jon co-founded eCoverage, the first venture-backed (Softbank, Accel) startup to underwrite car insurance online. Jon later co-founded the insurance ad network SureHits, which was sold to QuinStreet in 2008, taking over as the head of their insurance division. In 2016, Jon co-founded the private client insurance agency, Kelly Klee, which was acquired by Foundation Risk Partners in 2022. Jon has served on the boards of Aspen Rotary, Aspen YPO, the YPO Marketing Network, the Aspen Education Foundation, and the Aspen Flight Academy. Jon earned a BA in Economics and Political Science from Stanford University.
We hope you’ll join us for this exciting session. Register today!
