brokerage data

By Higinio Iglesias, CEO de ebroker.


The XNUMXst century paints a tumultuous landscape in which the insurance sector is undergoing significant changes. The digital age, with its proliferation of data and technologies, has led to a deep transformation, reconfiguring the role of brokerages and the skills they demand from new professional profiles.

Historically, brokerages have acted as intermediaries between insurers and clients, but now their mission escalates to a new role, in which they must also necessarily be technological leaders. This duality has led to the necessary emergence of new professional roles that go beyond the traditional functions of teams focused on insurance advice and management.

At the heart of this transformation are expert analysts in data mining, profiles focused on the identification of patterns, customer behavior and the development of predictive models. Their work will allow, among other functions, to design, adapt and personalize offers in real time, thus improving the customer experience and conversion rates in contracting.

In a sector where time is money, processes must be fast and efficient. People with training in systems engineering will implement automation solutions that streamline the most common operations, from claims management to customer service, enhancing the brokerage's operational efficiency and improving its profitability.

Commercial advice and sales will increasingly require a combination of insurance knowledge and digital skills

Commercial advice and sales will increasingly require a combination of insurance knowledge and digital skills. The management of analytical tools for Opportunity prospecting, access and exploration in real time of the guarantee and price environments, it will define new profiles for a more technical commercial world aligned with the consumer of the new digital society.

One of the fastest growing areas is Artificial Intelligence, especially the generative one. Professionals operating in this field not only analyze data and collaborate on the creation of content and resources, they also create new scenarios, allowing brokerages to anticipate and simulate situations, such as predicting the risk of a client's flight or calculating the index. of success of a commercial campaign.

These new professional profiles, although different, share a mission: to use technology and data to improve the offer, the level of service and operational efficiency, benefiting both brokerages and their clients. This combination of technical skills and knowledge of the insurance sector is redefining the industry.

The most successful brokerages will be those that manage to harmonize technology with a client-centric approach.

However, technical skills do not replace the importance of the human factor. Ongoing training, adaptability and a deep understanding of human needs remain essential. The most successful brokerages will be those that manage to harmonize technology with a client-centric approach.

In Spain, the insurance sector is at an exciting crossroads. The intersection of advanced technology, data analytics and human experience is creating a new era of opportunity. The brokerages that manage to incorporate and develop these new professional profiles will not only remain at the forefront, but will define the future of Insurance Mediation.


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