25-27BPStudyCovers

TECHNOLOGY UTILIZATION

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

Electronic Communications Used: Texting with Clients Use of Tablets/Smartphones Agency eSignature Solutions

89.5% 73.7% 78.9% 78.9% 78.9% 84.2% 31.6% 15.8%

91.9% 59.5% 94.6% 86.5% 73.0% 91.9% 45.9% 10.8%

82.1% 64.3% 96.4% 83.9% 76.8% 98.2% 33.9% 12.5%

67.9% 75.0% 91.1% 78.6% 78.6% 92.9% 21.4%

77.3% 74.7% 93.3% 81.3% 76.0% 96.0% 24.0%

84.1% 86.4% 93.2% 63.6% 68.2% 95.5% 27.3%

52.4% 76.2% 85.7% 47.6% 52.4% 81.0% 23.8%

Carrier eSignature Solutions Activity Notifications from Carrier Paperless or e-documents ("eDocs")

Online chat assistance

Virtual Chat Agent (via machine learning)

5.4%

9.3%

9.1%

4.8%

Marketing:

Mobile Adaptable Website

57.9%

78.4%

75.0%

75.0%

62.7%

77.3%

81.0%

Social Media Facebook

68.4% 21.1% 57.9% 31.6% 42.1% 26.3% 84.2% 21.1% 36.8% 84.2% 57.9% 42.1% 21.1% 63.2% 26.3% 42.1% 10.5% 36.8% 36.8% 10.5%

89.2% 29.7% 78.4% 64.9% 48.6% 48.6% 86.5% 29.7% 64.9% 83.8% 59.5% 43.2% 24.3% 62.2% 16.2% 48.6% 21.6% 48.6% 48.6% 18.9%

89.3% 14.3% 76.8% 35.7% 48.2% 46.4% 94.6% 25.0% 73.2% 87.5% 75.0% 37.5% 14.3% 83.9% 17.9% 50.0% 33.9% 57.1% 58.9% 10.7%

75.0% 26.8% 85.7% 51.8% 48.2% 41.1% 92.9% 23.2% 80.4% 91.1% 67.9% 35.7% 19.6% 67.9% 21.4% 41.1% 23.2% 57.1% 64.3% 10.7%

81.3% 34.7% 90.7% 62.7% 69.3% 64.0% 92.0% 28.0% 88.0% 89.3% 73.3% 45.3% 26.7% 66.7% 25.3% 33.3% 24.0% 65.3% 68.0% 12.0%

75.0% 38.6% 95.5% 54.5% 68.2% 68.2% 95.5% 59.1% 97.7% 90.9% 81.8% 52.3% 40.9% 70.5% 34.1% 40.9% 29.5% 72.7% 68.2% 11.4%

76.2% 33.3% 81.0% 66.7% 61.9% 76.2% 81.0% 61.9% 81.0% 76.2% 57.1% 57.1% 38.1% 66.7% 42.9% 47.6% 33.3% 66.7% 66.7% 14.3%

"X" (formerly Twitter)

LinkedIn Instagram

Customer Portal

Digital Content - Blogs, Webinars

Processing Technologies:

Paperless or e-documents ("eDocs") Machine Learning / AI Policy Checking

Secure/Encrypted email

Electronic Funds Transfer (EFT)

Online Application

Mobile App (manage accounts) Integrated Leads Processing

Rating Technologies:

Use Comp Rater for PL Use Comp Rater for CL

Use 'Bridging' from within AMS (PL) Use 'Bridging' from within AMS (CL) Use Carrier Agent Portal for PL Use Carrier Agent Portal for CL Offer Consumer Rating via Website

Cross Category Comparison

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