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The Agency Management System Fresh Start Checklist

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.

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Infographic: How Your Database Affects Insurance Agency Management

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.

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Using Your Insurance CRM to Gain and Retain Quality Leads

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.

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The 5 Ws of Insurance Agency Marketing: Questions to Hone Your Prospecting

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.

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What’s the Deal with Data? Why You Need Insurance Tech Data and How to Use It

What’s the Deal with Data? Why You Need Insurance Tech Data and How to Use It

You know data is valuable. It’s what we use daily to make decisions, and it’s what we use to measure our successes. But are you using data effectively in your agency?

A wealth of insurance tech is available to capture and manage data, and the coronavirus pandemic accelerated data use in the insurance industry. According to a survey from Insurity, over 80% of agencies plan to “invest more heavily in data and analytics” following the 2020 pandemic outbreak. And with good reason – Willis Towers Watson found that over 66% of agencies say data analytics helped them reduce expenses, and 60% say it helped increase sales.

How can you better use data in your agency?

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The Key to Better Insurance Agency Management is in Who You Hire: Download the eGuide

The Key to Better Insurance Agency Management is in Who You Hire: Download the eGuide

There are many ways to improve your insurance agency management, but one of the most impactful is hiring the right people. When you have the right people for the right job, you start from an optimal point.

But how do you know who to hire? We’ve got your answers in our latest eGuide, Who You Hire Matters: The How and Why of Hiring Great Producers and Leaders.

In this guide, you’ll learn:

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5 Signs it’s Time to Ask for Insurance Agency Marketing Help

5 Signs it’s Time to Ask for Insurance Agency Marketing Help

“We all need somebody to lean on,” as Bill Withers said in his famous song Lean on Me. Yet, it can be challenging to know when and how to ask for help. Working in an independent agency, you likely need more help than you know. With a small team, everyone is usually tackling more than one job at a time, making it easy for something to fall through the cracks.

Though you may intend to put effort and thought into something, invariably other time-sensative matters comes up. For many agencies, that something is insurance agency marketing. Whether it’s a customer request, an uptick in claims, or another important measure, marketing gets put on the back burner again.

So how do you know when it’s been too long since you paid attention to your insurance marketing? There are a few signs that it’s time to get help.

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A Look at Exago: An Insurance Tech Partner Ally

A Look at Exago: An Insurance Tech Partner Ally

Part of what makes our Partner Platform agency management system and insurance CRM so robust is the partnerships we foster with insurance tech companies. Our Partner Allies specialize in their arenas, from esignatures to comparative rating and more, each Partner Ally hones their technology to serve agency needs.

Our Partnership with Exago and Exago BI
Today we highlight our longstanding partner, Exago. Exago specializes in building and delivering customized business insights with intuitive reporting and dashboards that anyone can use. After designing and implementing our own BI ad hoc reporting system, we found it too cumbersome and confusing for our Partner Platform agencies. Acting on our spirit of innovation and efficiency, the team knew it was time to look for an expert to work with and for our community.

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