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All About the Data: Using Insurance Marketing Tools to Improve Customer Service

All About the Data: Using Insurance Marketing Tools to Improve Customer Service

Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as customer service tools, too. And it all begins with data.

The COVID-19 pandemic accelerated digitation across industries, and insurance was no exception. Part of the acceleration included a rise in direct-to-consumer (DTC) purchases. More people started buying goods and services online, cutting out in-person or phone interactions. That rise in DTC increased access to customer data.

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Partner Platform: Who We Are and Why Community Matters

Partner Platform: Who We Are and Why Community Matters

“We saw a company that reminded us of our agency.”

This is a sentiment we often hear from our Partner Platform agencies – that they saw themselves in our team and us. That’s what makes us more than a provider but a real partner with each agency we serve.

The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.

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Insurtech: Finding the Best Fit for Your Agency

Insurtech: Finding the Best Fit for Your Agency

This past year was one like no other. With the entire world forced to move to digital work rapidly, many industries felt growing pains and suffered from the sudden shifts. One industry that didn’t was insurtech.

The term “insurtech” applies to a variety of digital tools used in the insurance industry. Everything from a client portal to an integrated rater are insurtech. Overall, insurtech removes barriers in insurance, speeding up enrollment and claims processing, among other procedures, making it easier for agencies to grow their business and serve their customers.

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The Story Behind Our Insurance Agency Software: Archway Computer

The Story Behind Our Insurance Agency Software: Archway Computer

In the latest of our “Behind Our Insurance Agency Software” series, we talk with Brad Ruben of IT services provider Archway Computing. Archway has been one of our industry partners for years, and we rely on Brad and his team to keep us and our community up-to-date on the latest insurtech and cybersecurity.

Brad Ruben has been working with insurance agnecy software since 1985, when he first helped a family friend install and run a Coast Premium Rater software as part of the friend’s insurance business. Since then, Brad founded Archway Computers to help independent agencies get the best insurtech and IT support at a price they can afford.

I talked with Brad about Archway’s partnership with SIS and the Partner Platform community, aiding agencies with IT services and providing expert consultation around insurtech and security.

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Six Ways to Keep Your Agency Secure in the Digital Insurance Age

Six Ways to Keep Your Agency Secure in the Digital Insurance Age

Approximately 43% of all cyberattacks are on small businesses, and, in 2020, 12% were attributed to finance and insurance industries. In the age of digital insurance, your independent agency is part of that vulnerable small business group. And, this threat increased since the COVID-19 pandemic: researchers report a 30% increase in cyber-security breaches since the pandemic hit.

As a particularly vulnerable industry, insurance agencies must be mindful. The volume of files processed daily and the sensitive information contained in each mean insurance agencies are increasingly at risk. Yet, KPMG found that only 43% of insurance executives said their organization was protected.

Is your agency taking cyber attacks seriously? Here are some ways you can start.

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Top Digital Sales Stats and What they Mean for Insurance Websites

Top Digital Sales Stats and What they Mean for Insurance Websites

The COVID-19 pandemic forced us to change many elements of our lives. For businesses, it created a quickening effect on plans to increase tech use and move to digital. With those changes, many agencies turned to their insurance websites as hubs for their business, whether or not their site was optimized to take on that level of responsibility.

As your agency evaluates how to shift to the “new normal,” consider these insurance website statistics and what they mean for your agency.

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Beyond Insurance Software: Why Your Agency Management Team Matters

Beyond Insurance Software: Why Your Agency Management Team Matters

Your agency management system is among the most critical pieces of technology you use for your insurance software. Every day you rely on your agency management system to create certificates, write new business, and process claims, among other essential functions.

With such a valuable piece of technology, you want more than just a vendor or provider for your agency management system. You need a partner – a partner who focuses on long-term, mutual success. That’s what we are for our Partner Platform agencies – someone in the trenches with them and working for them to make their business run smoother.

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The Story Behind Our Insurance Agency Software: Agency Management Resource Group

The Story Behind Our Insurance Agency Software: Agency Management Resource Group

We continue to explore the story behind our insurance agency software partners. In this post, we talked with independent insurance veteran Cheryl Koch. Cheryl founded Agency Management Resource Group to help independent agencies “achieve their goals and dreams.” With that motivation in common, we work with Cheryl and her team to educate and equip agencies for success.

When she was introduced to the Partner Platform team, Cheryl Koch saw an opportunity. Equipped with a wealth of training content for independent agencies, she knew she had just what so many Partner Platform agencies needed: personalized education. After holding our first “Ultimate Producer School” with Cheryl and her team, it was clear her expertise was the perfect fit.

I spoke with Cheryl to hear about her wealth of experience in the industry and how she connected with the Partner Platform community.

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These Blogs Will Improve Your Insurance Marketing Strategies

These Blogs Will Improve Your Insurance Marketing Strategies

We’re almost halfway through the year, and a lot has changed since January. At this mid-year mark, we took a look back at some of our most popular posts and put together a list of the essentials. These posts can help hone your insurance marketing strategies for the remainder of the year and beyond.

Posts to Improve Service
• What Customers Want and the Insurance Software to Get It (view post)
• What Insurance Tech Do Agency Customers Want (view post)
• Digital Insurance Customer Service: Keeping it Personal (view post)

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Digital Insurance Stats You Need to Know

Digital Insurance Stats You Need to Know

Insurance is now digital insurance. The same goes for almost every consumer sector – from banking to healthcare and beyond, most consumers are finding what they need online.

But just because people are searching for what they need online doesn’t mean they only make purchases via digital means. Customers still want that personal connection, they just want to get business done faster.

This is the conundrum of the independent insurance agency – responding quickly, yet personally, to prospects and customers. These statistics tell that story.

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