Jeff Teschke Explains How Insurance Agents Use Technology to WOW Customers – ANR65

by | Mar 9, 2017

wow customers

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Proper use of technology improves the customer experience creating a WOW experience for customers.

In this episode of Agency Nation Radio, we interview Jeff Teschke, founder of Forge3 and Clickable Coverage, for a deep dive into how independent agents can use technology to improve the insurance customer experience.

Jeff Teschke - StandingJeff is also a speaker at Agency Nation Elevate 2017 and gives us a preview of his talk, Modern Sales Tools and Techniques that WOW.

Here is Jeff’s talk description:

It’s 2017. It’s time to sell like it. In this fast-paced session, Jeff will share some of the insurance industry’s best kept secrets for supercharging the sales process without breaking the bank. See live demos of Clickable Coverage, mobile apps and more and leave ready to WOW prospect and clients the next day!

Learn more about Jeff Teschke and Forge3:

Support the sponsors who support Elevate 2017

Travelers Insurance

travelers insuranceIn an uncertain world, Travelers is an insurance leader, committed to keeping pace with the ever-changing needs of our customers, and anticipating their needs for the future. There is no stronger testament to our dedication to protecting customers from loss than our continued innovation and ability to transform our industry.

In fact, from the first ever auto and space travel policies and hybrid car discount, to the 2009 founding of The Travelers Institute for public policy, our history of advancements has propelled our company—and our industry—towards ever higher standards for customers.

Travelers is a company that works hard at the science of what we do: we analyze information, process perspectives and measure results to create the best combination of products and services.

We work equally hard at customer service and how we interact with the people whom we do business. Over the years, we’ve strived to earn our customer’s loyalty by continually improving our abilities to listen and respond to their needs.

Click here to learn more about Travelers Insurance.


Agencies big and small invest in Zywave, a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry, to overcome top industry challenges, to gain efficiencies and to meet growth goals.

Investing in Zywave tools means brokers can provide a full spectrum of solutions, including compliance and HR, communication and content, agency management, ben admin, decision support, risk management, safety resources and analytics, powering the process for growth and the ultimate client experience.

Click here to learn more about Zywave.

Precise Leads

Quality referrals to help your business grow.

Precise Leads, Inc. provides real-time delivery of leads to our network of insurance agents, as well as other customer prospecting services including Live Phone Transfers and ad-driven Click to Call marketing.

At Precise, we understand that in order to deliver the very best leads, we need to offer consumers unparalleled service. We are constantly developing and improving our proprietary lead delivery system, and we take service and security very seriously.

Precise Leads is highly rated within the insurance and financial community, successfully serving individual agents, regional agencies, and publicly held corporations.

Click here to learn more about Precise Leads.

Come see Jeff Teschke live at Elevate 2017

Two days and 20+ speakers designed to elevate your agency’s customer experience through world-class sales, marketing and technology tactics and strategy.

Get your ticket to today!

I’m looking forward to seeing you there.

Ryan Hanley

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