Trufla Digital Vendor Selection
Course Description
This course, developed by Trufla Technology, introduces to brokerages a process and responsibilities of sourcing and selecting a technology solution to their Brokerage. Already, technology is accelerating insurance providers, distributors, claims, financing, etc. and affecting traditional process in many ways. These emerging trends are starting to hit the insurance marketplace. From a brief background, the learner will be guided to the trend lines and steps need to ensure to validate a good match to their brokerage and build adoption among its team members.
Following this course, participants will be able to:
– Design a technology vendor selection criteria
– Prepare an RFP
– Assess technology compliance
– Create RFP scorecard and evaluation practice
– Identify ways to engage staff and boost adoption.
– Recommended for: All Brokers and Brokerage Staff
IBAO Members Only
Note: Do NOT use Internet Explorer to take this course. Chrome, Firefox or Safari are compatible.