Blog
Data Security and Your Agency
We’re living in a digital world. It’s estimated that by 2040, 95 percent of purchases will be via online methods. And with good reason – digital purchasing is faster, more efficient, and less expensive for both merchant and buyer. But there is still a part of digital...
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Insurance Management System Musts: Integrated Text Messaging
Close to 90% of people say they always have their smartphone close. That’s 90% of people who can read and respond to anything sent to their phone almost immediately. With that sort of accessibility, integrated texting is a critical insurance management system tool....
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Insurance Agency Marketing for the Generations
We’re on to part three of our look at insurance agency marketing to the generations with an analysis of the oft-stereotyped Baby Boomers. Born between the mid-1940s and mid-1960s, Boomers number an estimated 75.4 million in the U.S. Many are looking forward to...
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2019 Partner Regional Learning Recap
We wrapped up another round of engaging Partner Regional Learnings with visits to Massachusetts and Connecticut. The groups of 20-30 each had a great time learning how to maximize the insurance management system Partner Platform and provided great insights into future...
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Marketing Automation: Your Key to Omnichannel Insurance Sales
One communication channel is no longer enough to get your message out for insurance agency marketing. Different generations of customers respond to different things, each prospect uses some but not all available communication modes, and technology is evolving at a...
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Hiring for the Future: Adapting Strategies to Gain New Talent
The insurance industry has changed over the past 20 years. Paper files and phone calls have given way to digital processes, email, texting, and more. Your insurance support team’s needs have changed, too – or so we hope. The average insurance agent is 59 years old and...
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Top Agency Management System Tools: Insurance Mobile App
Having a mobile-enabled agency is critical to future growth and success. J.D. Power and Associates reported that 42% of claimants surveyed used an agency mobile app. That number will only continue to grow. As the independent channel competes with the direct writers of...
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How to Get Insurance Clients to Stay
As an agency owner, one problem often encountered is how to get insurance clients to stay. Many times, a customer signs up, stays for a year or two, then jumps ship for a lower rate. You could counter by bringing your rates down, but you know that’s a short-term...
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Building a Virtual, Yet Personal, Agency
Why Go Virtual? Virtual, digital, tech – whatever you want to call it your agency needs to embrace it. Digitizing elements of your customer service and other processes hold a host of benefits for you and your client base. For starters, going digital can: Save money:...
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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....
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