As Director of Client Services, I work with and for
our independent insurance agency clients to provide the top agency management
system tools and training. Our team has worked with agencies across the
country, collaborating with teams of all sizes and experience levels to help
them achieve their desired outcomes of productivity, effectiveness and
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 upgrades and enhancements.
At each Learning, we always see a nice blend of new and tenured clients. This mixture of skill and experience levels leads to stimulating collaboration, with each Partner agency learning helpful tips and tricks for system use.
Partner Regional Learnings are never “another boring software event.” Each training focuses on using the Partner Platform the best way possible and engaging superusers in feedback sessions for enhancements. Ideas vary by state, specifically around state-specific insurance regulations, but are always thoughtful and innovative. Engaging with such a vibrant, creative community is invigorating!
One of the best parts of the Regional Learnings are the questions. Commonly asked questions tend to focus on efficiency. Our Partner agents want to make sure they’re using the Partner Platform the best way possible. We focus on every little click and keystroke, highlighting ways to do more with fewer actions. These shortcuts make a huge difference in areas like document management and certificates. No matter how long someone has used the system, they’ll always learn something new.
We’re grateful our Partner community engages in this way. Agencies who embrace coming to regional events like these, attending webinars and joining us at national industry conferences have a significant impact on the direction of SIS, Partner Platform, and our industry partners. Engagement in the Partner community means shaping our goals and growth, which in turn impacts the growth of our Partner agencies.
It’s been said, “when you know, you know.” This is true for all major moments in life: getting married, having kids, buying a house, and even when you’ll retire. But, when it comes to insurance agency perpetuation, you need to think ahead for that “the time is now” moment.
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and about customers can be a big factor in gaining and keeping business. These steps can help get you in the right direction.
Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three reporting tools that will bring you to data wizard status. Start putting these into practice, and you’ll find you can process information faster, easier, and more accurately to help your agency grow.
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.
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.
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)