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What’s New in 2022 – The Top Digital Insurance Trends to Watch
Another year is here, and we can already see what’s on the horizon for digital insurance—the last few years demonstrated the need for more data gathering and analysis, tech integration, and a focus on personalizing and streamlining customer service. The 2021 Independent Insurance Agent Survey found that, before the COVID-19 pandemic, about a third of agencies said they “lacked the financial or other support” to invest in digitization. However, by the end of 2020, 77% were investing in digitization, showing digital insurance is growing rapidly.
As we ring in the new year, let’s take a look at what’s on the digital insurance horizon for 2022.
Year in Review: Our Top Agency Software Posts of 2021
This year continued a trend of technology’s growing influence in the insurance market and all industries at large. We saw a shift where more clients embraced agency software and integrated it into their regular systems and processes. This growing interest and influence prompted our Partner Platform and SIS teams to ramp up our tech focus, including several blog posts on this highly relevant topic.
It’s Not Them, It’s You: Why Your Insurance Prospecting Software is Failing
Prospecting in any industry takes a combination of the right “stuff” (technology, data, people) and the right execution (systems and processes). Though it may be tempting, purchasing the best insurance prospecting software isn’t a solution on its own; you and your team need to understand how to leverage it.
We’ve worked with countless agencies to help them get their insurance prospecting software to work with and for them. Here are some common pitfalls we see in agencies struggling to put their software to work.
What is the Future of Insurance Software?
The year 2020 was unique in many ways, one of which was how the isolation of the COVID-19 pandemic accelerated the use of technology across industries. This was just the beginning. We continue to see insurance software emerge as a decisive factor among agencies. Many...
The Agency Management System Fresh Start Checklist
There is no perfect time for a fresh start – the time is always right to take stock, re-evaluate your processes and goals, and make some changes. This applies to all aspects of your agency, including your agency management system.
Quality management systems and providers evolve with the changing market. Are your system and provider keeping up? Or are you seeing prices go up with little to no changes in your management system experience? Take a critical look at your agency management system and provider, analyzing if you have everything you need to serve your customers and grow your business today and tomorrow with this “fresh start” checklist.
Infographic: How Your Database Affects Insurance Agency Management
Whether you know it or not, data and database management significantly affect your insurance agency management. As the industry becomes more competitive, managing and using agency data are vital to identifying and amplifying your agency’s value.
With a quality management system and insurance CRM, you can target better quality leads, improve marketing, and grow your business for years to come.
Partner Platform 2021 National Learning Event Recap
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...
Beyond Insurance Agent Software: How to Gain and Retain Top Agency Talent
Recent surveys found the average insurance agent is just shy of 60 years old. That means two things: there are a lot of experienced agents out there, and there are a good number of agents reaching retirement age. As these agents retire, they’ll take their experience...
Using Your Insurance CRM to Gain and Retain Quality Leads
When your focus is community-minded, personalized insurance, it can be challenging to translate your skills to sales, marketing, and lead management. It can seem like a herculean task to figure out an insurance CRM and how it can help you identify and gain your ideal customers, growing your book of business.
When everyone in your agency is doing two, three, or more jobs, how can you manage to keep up with sales and marketing, too?
Our Partner Platform agencies can attest that it’s easier than you think. With our integrated management system and insurance CRM, we take the guesswork out of creating and managing customer and lead profiles in a CRM system. When everything is linked in one place, you can leverage the sales and marketing power of an insurance CRM with relative ease.
The 5 Ws of Insurance Agency Marketing: Questions to Hone Your Prospecting
If you’re still wondering how to improve your insurance agency marketing, the answer is: data.
While that one-word answer is simple, the process of gathering, analyzing, and acting on data isn’t so easy. But if you put in the effort, it’s worth it; that’s why Everest Company found data analytics use in the industry could quadruple in just one year.
With over 70% of consumers looking for insurance quotes online, the data is out there for you to capture. Get your team started with honed marketing by breaking data analytics down into five parts.