Agency Accounting, Change Management, Perpetuation
Planning for the future is never easy, but it can seem even
more complicated when thinking about your business’s future. When it comes to
transitions, you need insurance agency support on all sides.
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Marketing, Sales
Insurance retention and prospecting, though similar to other
industries, has its own nuances. As a highly personalized business, insurance
agencies need to focus on each lead segment’s specific needs and, as the sales
funnel narrows, the personal needs of each individual lead.
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Marketing, Sales, Technology Trends
As businesses begin to re-open across the country, many
need to re-assess their prospecting strategy. As you look into your agency’s
insurance prospecting software and strategy, these three tools should be in
your toolbox.
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Change Management, Choosing an Agency Management System
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one you’ve never tackled before.
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Marketing, Sales, Technology Trends
As we adjust to a new normal of work from home due to the
COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to
bringing you content to help you connect effectively and safely with digital
insurance tactics.
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