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Recent Articles

The Key to Stepping into Insurance Sales Software

Identifying the right insurance sales software and systems requires understanding the balance of quality and quantity for valuable insurance leads. The concept of “living on renewals” is great – until it’s not. Intentional, proactive, professional insurance sales demand the right mindset, strategy, and systems to make the desired impact in an independent insurance agency.

Rethinking your insurance sales software and systems doesn’t have to be a major project. Start with knowing what you want, bringing that into your sales mindset, and finally acclimating to new tech. It only takes a step at a time.

How to Choose the Best Agency Management System for Your Agency

With so many options and diverse needs, it can be challenging to determine how to choose the best agency management system for your agency. Are you looking for ease of use? Quality training? Integrated systems? Robust marketing? Is it possible to find a system that meets all your varying agency needs?

Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.

The CRM for Insurance Agents: A Step-by-Step Guide

More than 90% of companies with more than 11 employees use a CRM to manage their business better. This includes insurance agencies – yet a targeted CRM for insurance agents can be hard to find and can be even harder to implement.

Independent insurance agents using the Partner Platform agency management system are looking for a CRM that fits their agency-specific needs. They’re looking for a CRM that:

 Builds a meaningful pipeline and tracks it in a single system
 Uses shared information to deliver meaningful coaching to producers
 Better manages companies by providing insights into why “Company A” responded to a quote while “Company B” did not
 Increases understanding of lead sources and win percentage

…all within the unique constructs of independent insurance agency operations. When confronted with this challenge, we suggest agencies take the following steps to bring the right CRM into their agency.

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