As customer expectations adapt in all industries, insurance is no exception. Customers seek a more personalized experience, based on rapid digitization. Companies are gathering information on client preferences and adjusting quickly to meet their needs. Yet, many...
Insurance Retention How-To: Retaining and Gaining Referrals
Insurance retention or renewals are likely the top goal for most agencies. Client retention and referrals are the dream. You can have both. With the right tools and a solid marketing plan, your agency can retain and gain a client base at a predictable, comfortable pace.
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Top Insurance Prospecting Software for Referral, Retention, and Expansion
While many of the “old school” ways of insurance are still valued, the idea of passive prospecting no longer holds. To stay competitive, independence agencies need insurance prospecting software and a clear outreach plan. Here are some of the ways agencies can up their sales and marketing game with a few essential pieces of software.
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Top Digital Insurance Tools: Why You Need Texting
According to Pew Research Center, 95% of Americans own a cell phone. And 90% of texts sent to those phones are answered within three minutes, making it no surprise texting response rate is 8x higher than email. That’s some serious marketing capital your agency needs to leverage.
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Your Insurance Software Resolutions: The Top 5 Tools You Need in the New Year
We’re almost a month into the new year – how are you doing with your resolutions? If you’re like most people, some have stuck and others have fallen to the wayside. One resolution you need to keep is upgrading your insurance software. The digital “trend” is no longer a trend, but a must. And your agency needs to get on board to keep up.
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Gain Outreach Power: Marketing Automation and Your Insurance CRM
Time to Make a Move: How to Prep for Insurance Agency Management System Transition
If you describe your insurance agency management system as “fine,” you’ve got a problem. Something so central to your agency operations should be operating at a higher level than “okay.” If you’re patchworking numerous systems from accounting to doc sharing with your...
Connect with Community and Innovation: The Partner Platform 2020 National Learning Event
Community, learning, and innovation are core principles for the Partner Platform team. 2020 has provided many challenges and opportunities for our team to exhibit these principles. We’ve worked together to face the obstacles of social distancing and system...