Over the last few months, I’ve been dealing with two new, yet separate technology systems. One is designed primarily for our clients to use. It’s called Succeed Management, and it’s a Web-based risk management platform with a variety of risk and HR resources as well as risk tracks. It’s complete, in place, and has been on the market for a few years. The other is very much in its infantile stages and is being created specifically for Holmes Murphy Property Casualty. TechCanary is a Force-based system we’ll ultimately use as our agency system.
Now, before you ask, “Why is Rod blogging about this?”…I promise, I have a point. I just need to do a little upfront explanation. So, hang with me.
Back to the two systems. Despite the difference between these two in their stages of life with us, I’ve already noticed a common thread. What more can each provide and the concept behind simply asking.
Through just a few sessions with both internal staff and actual clients on Succeed Management, the feedback has been positive. More than that, the questions have come in hot and heavy: Can we track compliance certification through it? Is there an App? Can time and location of uploaded documents and photos be synced with this system?
At this time, the answers to these questions are no. However, they’re great ideas. So, instead of simply shrugging our shoulders, we’re approaching our partners at Succeed to ask and encourage. If these aren’t items on their radar, why not? We’re trying to help them see the value to not only the end-user, but them and us as well. You won’t know if you don’t ask.
It’s a little different on the TechCanary side, as we’re working together to build it. Leaders have provided their workflows and processes to TechCanary and further vetted them out with 1:1 meetings with TechCanary designers. Besides sharing our ideas of what we want to make sure we keep, we’re being asked and encouraged to share what we want and hope it can provide. Dare I say, dream of what we want. Once again, you won’t know if you don’t ask.
You won’t know if you don’t ask. Is this any different than how we ideally interact with you, our clients?
How do we know for sure what you want or expect if we don’t ask.
How do we know for sure how you tick if we don’t ask.
How do we know for sure what you need if we don’t ask.
For the Holmes Murphy side…let’s know. Let’s ask. For you, our clients, tell us!
