Whether you know it or not, data and database
management significantly affect your insurance agency management. As the
industry becomes more competitive, managing and using agency data are vital to identifying
and amplifying your agency’s value.
Looking to learn more about how to improve your operations and prepare for the future? Check out all our guides, covering tech tips, long-term planning, cyber security, agency efficiency, and more. See the entire library on our Resources Page.
And, get in touch with us to learn more about how SIS and Partner Platform can help your agency become more efficient and effective. Connect with us at [email protected] or 800.747.7005, Option 6.
Partner Platform 2021 National Learning Event took place last month,
spanning two days from October 21st to 22nd. The all-virtual
event brought together over 500 Partner Platform agencies nationwide and a host
of Partner Allies, Partner Platform team members, and other members of the
Partner Platform community.
This year’s conference focused on the many new Partner Platform tech integrations, diving deep into each new technology and how it works with the Partner Platform system. Attendees watched live demos from our Partner Allies of new integrations like:
BlueJay Reviews marketing
Semsee commercial lines rating
DataCrest digital forms and supplemental apps
Lightspeed Voice VOIP
RPost encrypted email and esignature
ePayPolicy digital payments
SIS President Michael Doran
We also heard from prominent Partner Platform partners Eisenhart Consulting and Donovan, Sullivan, and Ryan (DSR). Mary Belka from Eisenhart Consulting focused on agency operations and best practices and discussed the current and coming changes in the industry as a whole. Chris Ryan, CPA, from DSR, provided detailed accounting insights, answering targeted questions from Partner Platform agencies about how to navigate accounting in the modern agency.
Partner Platform team members shared their
expertise, walking through best practices and sharing about the upcoming 2021.3
of Client Services Jake Thaxton outlined reporting and system search lists,
while Sr. Accounting Specialist Candance Starkey detailed coming 2021.3 accounting
enhancements, among other informative sessions.
Partner Platform agency attendees praised the
event, citing all they learned. Some of the feedback included:
“Just wanted to give you all kudos (again) for a very informative conference….this is my 10th Partner conference, and they just keep getting better and better.”
job last week with the training…from what I saw, (everyone was) magnificent.
Will catch the rest of the (sessions I missed) on recordings later.”
you for the (accounting) webinar. It will speed up our month-end process for
the earned income.”
Thank you to all who attended! We look forward to
meeting again in-person soon. Our 2022 National Learning Event is currently scheduled
to take place in-person in Columbus, Ohio from October 18th-21st.
And, Partner Platform agencies can look for coming in-person regional events –
check out Partneragents.com to find
There are many ways to improve your insurance
agency management, but one of the most impactful is hiring the right people.
When you have the right people for the right job, you start from an optimal
But how do you know who to hire? We’ve got your
answers in our latest eGuide, Who You Hire Matters: The How and Why of
Hiring Great Producers and Leaders.
In this guide, you’ll learn:
How to define job function to find the best producers
How to evaluate your current staff
What to ask in interviews
How to equip your team for success
…and much more!
the guide from our resources page and check out our other agency resources,
including guides on transitioning to a new management system and how to achieve
quality agency digital marketing on a budget.
The COVID-19 pandemic forced us to change many
elements of our lives. For businesses, it created a quickening effect on plans
to increase tech use and move to digital. With those changes, many agencies
turned to their insurance websites as hubs for their business, whether or not
their site was optimized to take on that level of responsibility.
Marketing automation sends messaging to interested
prospects and clients when they take a particular action, like clicking
“request a quote,” or at a specific time such as when they’re up for renewal. When
integrated with your website, you can set up marketing automation to send
messaging at the ideal times to engage prospects and customers. Research shows
that marketing automation provides works:
Close to 90% of customers now demand more
personalization from businesses, much of which can be done through marketing
Insurance companies that leverage marketing
automation sell 20% more policies per producer (Velocify)
Pay Attention to Your Site’s SEO
Search Engine Optimization (SEO) is critical to your
site’s success. Your SEO status dictates how easy it is for your target
prospect group to find you in an online search. Independent agencies that specialize
in serving their local community benefit from quality SEO by targeting localized
search phrases like “Ashville NC auto insurance.” Your search ranking is
important as statistics show more people are turning to online searches to find
Almost 70% of insurance customers run
online searches before making a purchase (LSA)
Online searches for “insurance near me” have
grown by 100% in the past two years, making it more critical than ever to
have your SEO locally targeted (Google)
Optimize for Mobile
More people are accessing the web via mobile than
ever, and your website needs to adjust. Ensure you’ve optimized your website
design so it can be easily viewed on any device. Mobile access is taking over
as the most popular way to view online content:
Mobile devices (excluding tablets) accounted for
almost 55% of global website traffic in the first quarter of 2021 (Statistica)
Highlight Customer Reviews
Whether it’s from social media, a review site, or
an email message, show off the feedback you get from happy customers. If you
don’t have many examples yet, encourage customers to go to places like Google Reviews
or Yelp and comment about your service. Integrating your social media feed and
these review site comments into your site gives a boost, too. We know authentic
reviews make a huge impact:
Close to 60% of consumers say they go to social
media to influence their purchasing decisions (Marketing
People are up to four times more likely to
purchase a product or service with at least five reviews (Review24)
Get the Custom Website You Need
If you’re looking to upgrade your site to bring
better service and higher-quality insurance leads, look no further than the
experts at Partner Platform. Our latest agency website
offerings are personalized sites custom-designed, thanks to our trusted
Partner Allies. Each site offers integration with marketing automation, customer
service tools like our Client Portal, and secure infrastructure to keep you
and your customers safe.
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
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)
Expert Tips for Building Your Insurance Website
for Sales (view
The Top 5 Must-Haves for Insurance Websites to
Stay Competitive (view
Making Your Agency Website Your Own with Partner
Insurance Marketing Strategies: Starting a Blog
Posts to Improve Your Overall Marketing
Intentional Insurance Agency Marketing in Four
The Key to Stepping into Insurance Sales
The CRM for Insurance Agents: A Step-by-Step
Let Us Help Your Agency Grow: The Top Insurance
Prospect Software from Partner Platform (view
These posts are just the start of the informative content
we have to help your agency improve your marketing, sales, and overall
processes. Check out all our articles on the Partner Platform blog
and get in-depth resources with our online guides.
Got a topic you’d like to hear more about? Contact us and let us
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.