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.
With a quality management system and insurance CRM, you can target better quality leads, improve marketing, and grow your business for years to come.
Find out how to improve your data management with our infographic, 5 Habits to Unleash the Power of Your Agency Management System Database . In this piece, you’ll discover:
Download the infographic here.
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.
The 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:
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 release. Director 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.”
“Great 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.”
“Thank 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 out more.
Partner Platform users can see session recordings on PartnerNet at partnerxe.net/resources/2021-national-learning-event-resources/. Any feedback or suggestions for future topics can be sent to [email protected].
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 point.
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:
Download 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.
As your agency evaluates how to shift to the “new normal,” consider these insurance website statistics and what they mean for your agency.
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 the personalization that marketing automation provides works:
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 coverage:
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:
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:
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.
See samples of agency websites here and get in touch with us to find out more.
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.
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
know.
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.