The
Partner Platform 2021 National Learning Event took place last month,
spanning two days from October 21st to 22nd. The all-virtual
event brought together over 500 Partner Platform agencies nationwide and a host
of Partner Allies, Partner Platform team members, and other members of the
Partner Platform community.
This year’s conference focused on the many new Partner Platform tech integrations, diving deep into each new technology and how it works with the Partner Platform system. Attendees watched live demos from our Partner Allies of new integrations like:
BlueJay Reviews marketing
Semsee commercial lines rating
DataCrest digital forms and supplemental apps
Lightspeed Voice VOIP
RPost encrypted email and esignature
ePayPolicy digital payments
SIS President Michael Doran
We also heard from prominent Partner Platform partners Eisenhart Consulting and Donovan, Sullivan, and Ryan (DSR). Mary Belka from Eisenhart Consulting focused on agency operations and best practices and discussed the current and coming changes in the industry as a whole. Chris Ryan, CPA, from DSR, provided detailed accounting insights, answering targeted questions from Partner Platform agencies about how to navigate accounting in the modern agency.
Partner Platform team members shared their
expertise, walking through best practices and sharing about the upcoming 2021.3
release. Director
of Client Services Jake Thaxton outlined reporting and system search lists,
while Sr. Accounting Specialist Candance Starkey detailed coming 2021.3 accounting
enhancements, among other informative sessions.
Partner Platform agency attendees praised the
event, citing all they learned. Some of the feedback included:
“Just wanted to give you all kudos (again) for a very informative conference….this is my 10th Partner conference, and they just keep getting better and better.”
“Great
job last week with the training…from what I saw, (everyone was) magnificent.
Will catch the rest of the (sessions I missed) on recordings later.”
“Thank
you for the (accounting) webinar. It will speed up our month-end process for
the earned income.”
Thank you to all who attended! We look forward to
meeting again in-person soon. Our 2022 National Learning Event is currently scheduled
to take place in-person in Columbus, Ohio from October 18th-21st.
And, Partner Platform agencies can look for coming in-person regional events –
check out Partneragents.com to find
out more.
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The insurance industry – like others today – is understaffed. In late 2021, an insurance labor market study showed that 53% of agencies planned to “aggressively hire” within 12 months to fill vacancies. The same study also showed that it’s becoming increasingly difficult to fill open positions. As an owner, your insurance agency management relies on knowledgeable staff, but it can be challenging to fill positions in today’s market.
With hiring season just around the corner, your agency needs to focus on how to recruit new talent for your team. Past tactics may no longer work on a younger, more tech-driven workforce. It’s time to expand your outreach, position insurance differently, and look for diverse qualities to keep your agency growing.
Mike Maranda has been in the insurance business for over 40 years. He’s guided his agency through many seasons, but his recent journey to find the right agency management system for his team was one of the most painful.
After many years with a system they loved, Quality Insurance Service was forced to make a change when one of the big-name providers acquired their original system. Mike and his business partner decided to pick one of the big-name systems to avoid needing to make a change again anytime soon.
Yet, after selecting one of the dominant providers, they were frustrated to move through a cumbersome system with unresponsive service. After four years, they’d had enough and started searching for a new system, eventually joining the Partner Platform community.
As the insurance industry grows more competitive, the particulars of your specific insurance agency management will make your business stand out. Those particulars could be location proximity, ease of doing business, or even something as simple as how your website looks. Though price still matters, changes in cost can only go so far.
The true test of what makes your agency the best choice is the overall customer experience. Seemingly small touches that make each interaction easier, more personable, and leave each customer with a positive feeling have a real impact. Today it’s about more than the best price and the latest tech; it’s how you use these tools to empower, differentiate, and create the best experience in your agency.
