With over 70 different management systems on the market, it can be difficult to determine which one to select for your agency. This is not a one size fits all experience –what is right for other agencies may not be right for you. To add to the stress, a great system does not always translate to a quality provider. Who you buy from is just as important as what you buy.
To help you decide on the best system for you, check out the latest edition of our eGuide, How to Choose an Agency Management System.This re-vamped guide addresses some of the key factors in selecting a management system. Each section includes questions to ask about the following elements:
The step by step evaluation process makes it easy to target the management system (and provider) you need. Download the updated eGuide here.
Access the rest of our eGuides and other educational content on our resources page. There you will find client stories, Partner XE demos, and a link to the SIS blog. Check back often as we update our resources to keep up with the ever changing market.
At this point in the digital age, most agencies are aware of the benefits of going paperless. Your agency can save time and money by offering paperless quotes and the ability to esign insurance documents, among other paperless processes. Eliminating paper frees up physical space in your office and makes it easier to find what you need. And, most importantly, more and more of your customers will expect paperless processing.
Creating and maintaining your agency’s digital presence is a must for success. Agency online visibility has moved from beneficial to necessary, and with it comes the challenge of digital marketing. No matter how engaging your agency’s website is, if no one can find you it’s all for naught.
So, how can your insurance agency increase its digital marketing? There are a host of tactics, but here we’ll focus on keywords in search engine marketing.
The What
Search Engine Marketing (SEM) focuses on increasing your website’s rank in online searches. There are a few SEM tactics marketers use, including backlinking and utilizing relevant keywords.
Keyword targeting is the most popular and effective, and what we will focus on in this post. Search engines have “crawlers” that take in the information on your website (text on page and metadata) and rank it based on its relevance to the search terms. Your site’s relevance increases if the search terms appear often, yet in a natural, logical way.
The Why
The majority of websites are found via online searches, and generally users focus on the first two pages of results. By paying attention and using highly searched keywords on your website, you can increase your agency’s page rank.
The How
The key to effective SEM is paying attention to how your site is viewed by search engines and users. This can be a challenge, especially in the rapidly changing insurance industry. As new tools and services are introduced, your search terms may change and your website should reflect those changes.
SIS can help your agency stay up to date on industry trends with our recent blog posts, including a focused section on insurance technology trends. Check out our resources page for even more educational materials, or contact us with your questions and comments.
With the holidays upon us, all of us at SIS wish you and yours a safe and happy season of celebrating! We want you and your agency to receive the best service and care, and hope this holiday poem reminds you of our dedication to you!
(To the tune of “Santa Claus is Comin’ to Town”)
We’re making our list, “insuring” it’s right
Helping our clients each day and each night
SIS is always around
We’ve got a great team, who love what they do
And one support team committed to you
SIS will not let you down
Our PartnerNet community
Has Quick Guides for your “q’s”
Knowledge Base and Online Class
Get the answers right to you
Oh, keep an eye out – we’ll soon be near you
Onsite and online, and conferences, too
SIS will come to your town!
We’re always ready and willing to help our clients in any way we can. Whether through in-person trainings, regional conferences, or online support, we’re committed to making your agency management system experience the best.
With our active user community, continued education opportunities, and connections with over 300 carriers for download, SIS is covering all its bases this holiday season and beyond. Happy Holidays!
Every agency has a management system, but not every system is utilized to its fullest. Many agencies set up their management system, plug in customer and policy data, and don’t use it for much else. Yet, so much more can be done when a system has the right ingredients for success.
Our most recent eGuide addresses these needs, and outlines how to apply each feature to fully maximize your agency’s processes. These ingredients include:
If even one of these ingredients is off, or you don’t know how to use it, you run the risk of operating your agency at less than full capacity. Check out the eGuide, Recipe for Getting the Most Out of Your Agency Management System, and see how your management system and agency operations measure up.
Looking for more ways to make your agency more efficient? Check out our other eGuides, focusing on utilizing cloud apps to maximize efficiency, tips on increasing agency productivity, best practices for E & O management, and more. Have an idea for a guide you’d like us to explore? Contact us at [email protected] to get the conversation started.
When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
Innovation is key to longevity in any industry, and the insurance industry is no different. Insurance revolves around people and relationships, making it an inherently dynamic field.
Digital insurance demands seem to change by the day to keep up with evolving customer and agency needs. That’s why we at Partner Platform partner with various tech partners to stay up to date with changing conditions. We as an organization can only be experts in so many areas, so we recognize the need to partner with outside specialists to fill our gaps.
We work with industry groups and tech companies to cover areas like digital document processing and cyber security, among others. Below are a few of our recent posts highlighting these valuable tech partnerships.
Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.
This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.
Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.