A recent SIS post provided some solid steps and insights on how to be a winning sales team, turning prospects into clients. But, there are two pieces to the pie of how to get insurance clients – you need to find prospects first.
“The service was excellent.”
This sentence is music to any business owner’s ears. Being known for great customer care and service is the golden ticket to lasting success. So, what does great service look like? We asked Strategic Insurance Software (SIS) staff and clients to talk a bit about what it means to serve and why they’re motivated to go above and beyond for their customers and clients.
You’ve read the reasons to become a paperless insurance agency. The time, money, and environmental savings are just the tip of the iceberg. Bottom line: a paperless agency serves customers better.
We’ve cracked the insurance sales code – and the key is your independent agency website. Your agency’s website is the endpoint for your insurance marketing strategies. All channels funnel prospects to your site, making it the critical piece to move them to customers. So, it’s time to take a good look at your website and ask yourself: are we making a good impression?
There are dozens of reasons why should be a paperless insurance agency. But, there is really only one that matters: customers and prospects are demanding it.
Being a paper-reduced or paperless agency means much more than moving billing online. It means transforming your procedures and processes, switching from printing and filing to synching and storing. Your customers may not know what you’ve done behind the scenes, but they’ll feel the impact. Paperless agencies can serve customers up to 50% faster, making them 100% more satisfied.
Want more ways to increase efficiencies? Check out these answers to your agency frustrations
Ever feel like the once critical phone call is now irrelevant? You’re not alone. The rise of data-driven prospecting and digital outreach sparked this rumor that phone prospecting is dead.
Yet, successful development teams still leverage the phone with insurance prospecting software for great results – in fact our Partner Platform agencies are emphasizing that a phone conversation is more important than ever. But how are they getting to that conversation?
Data isn’t just for “big tech” and major corporations anymore. Tech advances made data and analytics accessible to everyone – including your agency. Modern agency software kept pace with the rise of big data, and successful agencies now leverage data for everything...