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How to Get Insurance Clients to Come to You

How to Get Insurance Clients to Come to You

“All things being equal, people want to buy from those they like.”


This paraphrase from speaker and author Bob Burg says a lot about how to get insurance clients. Independent agents emphasize the relationship piece of the client acquisition equation, and rightly so. It’s the key differentiator for the industry and the best way to stand out from the constant marketing of the large captives.

But how and to where do you broadcast your agency’s value? There are some key elements to making your name known and making it stick. (more…)

Why Agencies Fear the Self-Service Portal – and Why They Shouldn’t

Why Agencies Fear the Self-Service Portal – and Why They Shouldn’t

Control. Fear. Empowerment.

These are just a few of the emotions I’ve seen on both sides of the client self-service portal experience. Agencies wonder if self-service portals will render human agents irrelevant while customers feel emboldened with the freedom to get immediate service. In this context, this top agency management system tool seems like a must-have yet a no-win for independent agencies.
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Chuck Test Page

Challenge the Status Quo The Integrated Platform for the Connected Agency Grow Your Agency Achieve consistency, quality and excellence throughout your agency. The Partner Platform is intuitive, comprehensive, with tools and capabilities for the high demands placed on...

Proposal Creator

Proposal Creator Generate professional looking proposals in minutes, not hoursLeverage the power of Partner Platform’s Microsoft Word integration to create professional personal and commercial proposals in minutes, not hours. Policy and Submission information...

Partner Client Portal

Partner Client Portal Self-Service powered by the Partner Client Portal The Client Portal provide secure online access for your client’s to their information 24 hours a day, 7 days a week. With Partner’s online self-service portal, accessing policy information and...