Catalyit Tech Tips: Faster Policy Reviews - Alpesh Patel with Dan Mory

Alpesh Patel, Chief Revenue Officer at Outmarket AI, chats with Dan Mory, Senior Agency Technology Advisor at Catalyit.

On Catalyit Tech Tips, Dan Mory, Senior Agency Technology Advisor at Catalyit, talks with Alpesh Patel, Chief Revenue Officer at Outmarket AI, the AI platform built for insurance agencies. Alpesh draws on more than 15 years leading sales and customer success teams in the insurance industry to explain three problems agencies face today: a shortage of people, a new competitive advantage in the AI era, and E&O risk that no longer waits for a claim. He explains how Outmarket runs policy reviews from the agency’s AMS and goes to the original documents first. A person always reviews the results before anything reaches a client, freeing teams to spend more time advising clients.

In this episode, you will hear:

• Solving the talent shortage, competing on insight and speed, and staying ahead of E&O risk
• Running renewal policy checks from the AMS, with a person in the loop before anything goes out
• Going to the original documents first to catch errors made during data entry
• Getting started with Outmarket Lite and protecting agency data

Watch the full episode here: catalyit.com/techtips