Blog
Disaster Prep: Insurance Agency Software Systems to Help You Weather the Storm
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The unexpected and...
Texting as Insurance Software: Why You Need It and How to Do It Well
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The answer, of course, is...
Personal and Commercial: How Partner Platform Serves Both
Companies like Apple, Amazon, and Google are now some of the world's most recognizable names. Each serves customer needs in multiple sectors, yet they all started with a single focus. Apple made computers, Amazon sold books, and Google helped people find what they...
Top 7 Insurance Marketing Strategies to Gain Website Traffic
You’ve got a great staff, excellent service, and a customer retention record that would make any agency owner jealous. But you’re still not bringing in new customers. Why? For many, the answer is your website. You know your website is the new storefront and number one...
What the Global Pandemic Taught Us About Digital Insurance and the Industry
Industries worldwide have a lot to learn from the unprecedented global pandemic that first hit the U.S. in early Spring 2020. The virus's impact will be widespread, and the insurance industry has been hit just as hard as any other market. Below are a few findings that...
6 Steps to Make Insurance Agency Marketing Happen on a Budget
As an industry, and as a country, we’ve been through a lot in 2020 so far. As we start to take our finger off “pause” and begin to ramp up business again, there’s a lot to think about moving forward. For many, a large part of re-opening is a re-assessment of insurance...
Adapting to Change: The Partner Platform Community’s Response
SIS President Michael Doran reflects on the impact of the coronavirus shut-down and how the Partner Platform community responded. From a business perspective, the COVID-19 novel coronavirus pandemic will be remembered well beyond “take your child to work every...
Ask a CPA: Insurance Agency Support for Perpetuation, Mergers & Acquisitions
Planning for the future is never easy, but it can seem even more complicated when thinking about your business's future. When it comes to transitions, you need insurance agency support on all sides. One critical support area is agency accounting. The dollars and cents...
Top Prospecting Stats You Need to Know for Insurance Retention
Insurance retention and prospecting, though similar to other industries, has its own nuances. As a highly personalized business, insurance agencies need to focus on each lead segment's specific needs and, as the sales funnel narrows, the personal needs of each...
These Blogs Tell You How to Get Insurance Clients
As your agency transitions back to “business as usual,” you’ll likely focus on how to gain new clients and serve current clients better. We hope this list of our recent posts on how to gain insurance clients can help. This year, we at SIS have focused on building out...