Over the past year, we’ve delved into the topics most important to our Partner Platform community and all independent insurance agents and owners.. From the top insurance software you need to make it in the digital world to how to pass on your agency, we’ve covered it all. As the year comes to a close, we’re looking back at some of our most popular and impactful posts.
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As Director of Client Services, I work with and for our independent insurance agency clients to provide the top agency management system tools and training. Our team has worked with agencies across the country, collaborating with teams of all sizes and experience...
On a global scale, 2020 has been extremely challenging. The crises of this year have impacted each of us at a personal level. Whether it’s the global COVID-19 coronavirus pandemic, an unstable economy, or divisive politics, we all had to sort our way through...
How old is your agency website? Do you have a website at all? If your answers are anything besides “Not very” and “Yes!” then it’s time for you to get working on updating or creating an insurance agency website. And one that works. Close to 40% of individuals surveyed...