Insurance retention or renewals are likely the top goal for
most agencies. Client retention and referrals are the dream. You can
have both. With the right tools and a solid marketing plan, your agency can
retain and gain a client base at a predictable, comfortable pace.
While many of the “old school” ways of insurance are still
valued, the idea of passive prospecting no longer holds. To stay competitive,
independence agencies need insurance prospecting software and a clear outreach
plan. Here are some of the ways agencies can up their sales and marketing game
with a few essential pieces of software.
We’re almost a month into the new year – how are you doing with your resolutions? If you’re like most people, some have stuck and others have fallen to the wayside. One resolution you need to keep is upgrading your insurance software. The digital “trend” is no longer a trend, but a must. And your agency needs to get on board to keep up.
Your agency management system is the hub of your agency.
It’s the center of your data, the place through which almost all your processes
flow, and the one piece of technology designed to help you work more
efficiently. But chances are you haven’t updated your management system since
you first learned to use it.
With so many options and diverse needs, it can be challenging to determine how to choose the best agency management system for your agency. Are you looking for ease of use? Quality training? Integrated systems? Robust marketing? Is it possible to find a system that meets all your varying agency needs?
Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.
More than 90% of companies with more than 11 employees use a CRM to manage their business better. This includes insurance agencies – yet a targeted CRM for insurance agents can be hard to find and can be even harder to implement.
Independent insurance agents using the Partner Platform agency management system are looking for a CRM that fits their agency-specific needs. They’re looking for a CRM that:
Builds a meaningful pipeline and tracks it in a single system
Uses shared information to deliver meaningful coaching to producers
Better manages companies by providing insights into why “Company A” responded to a quote while “Company B” did not
Increases understanding of lead sources and win percentage
…all within the unique constructs of independent insurance agency operations. When confronted with this challenge, we suggest agencies take the following steps to bring the right CRM into their agency.
Research shows almost 70% of insurance consumers do an online search before making their purchase. That means 70% of your prospects are looking for you online. Are you one of the insurance websites that will keep them engaged?
With “insurance near me” online searches growing by over 100% in the last two years, you need to be one of the stand-out insurance agency websites to make an impression. To stay competitive, be sure your site includes: