Insider tips: Implementation & change management

In today’s uncertain circumstances, it is critical for brokers to be able to evolve business operations and adopt technology to continue to serve customers. Brokers must ensure they have the technologies necessary to connect with insurers and policyholders, and run internally on a transparent and efficient basis.

However, if you do not currently have access to these capabilities, it is time to find the right technology and make the change.

To give you an idea of what to expect during the implementation process, we asked John Oughton, head of UK Professional Services at Applied Systems, the most frequently asked questions around migrating to a new system.

Read this change management article to understand:
• How to start your preparations for an implementation.
• The change management strategies your brokerage should adopt.
• The organisational must-do’s to achieve a successful implementation.