Jeff Roy Explains Robotic Process Automation

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In this episode of The Ryan Hanley Show, Jeff Roy, Founder and
President of Excalibur Insurance and one of the most innovative
independent insurance agency owners in the world, joins the
podcast for a conversation on digital virtual assistants, also
known as robotic process automation.





This is a conversation you don't want to miss.





Episode Highlights:


Ryan discusses Rogue Risk’s decision to switch to Nexure and
change its agency management system. (10:34)

Jeff mentions that during an interview with Taylor Rhodes for
the Digital Insurance Plan podcast, he confirmed that Tarmika
will be discontinued in 2025. (12:14)

Ryan expresses his confusion as to why it is tough to create
a CRM from an agency management system. (13:58)

Ryan mentions that he really likes what Better Agency is
doing and thinks that they've made a lot of progress to being a
player in the industry. (18:03)

Jeff explains that after seeing Applied Epic's demo, he
became interested in the new feature that can run an AMS through
the browser. (20:22)

Ryan believes that understanding where the company goes
without rating multiple carriers is the way to place business
faster with the appropriate carrier. (24:33)

Jeff explains that you need some AI and machine learning to
be able to direct you to the proper company because companies are
changing their prices and moving so quickly.
(26:54)

Jeff explains what it means to have a properly trained bot.
(34:50)

Jeff explains the difference between Robotic Process
Automation and a Digital Virtual Assistant.
(38:24)

Jeff explains how robots function when assigned significant
responsibilities. (40:34)

Jeff mentions that their bot is safe with two-factor
authentication and that it cannot be hacked in the same manner
that their staff can. (44:43)

Jeff mentions that if anyone is interested in learning more
about robotic process automation, he will be giving a 30-minute
lecture on how robots can make an agency more human.
(50:42)






Key Quotes:


“You need some AI and machine learning to be able to direct
you with the right company. Because companies are changing their
rates and changing things.” - Jeff Roy

“Why would you want to use a bot? Really, you want to replace
anything that humans are doing that they don’t need to do with
technology. And a bot, once it's trained, can do it reliable
every time.” - Jeff Roy

“The bot is secure double factor authentication, you know,
there's no way of getting it hacked in any different than our
staff. So that's why it was important that we had the double
factor authentication to get in, because I don't want to log into
anything without that.” - Jeff Roy






Resources Mentioned:


Jeff Roy LinkedIn

Excalibur Insurance

Reach out to Ryan Hanley



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