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. Enacting the Right Agency Policies So, what are you waiting for? Ah,...
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...
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and about customers can be a big factor in gaining and keeping business. These...
Boosting Sales Means More than Selling When focusing on how to boost insurance sales, most agency owners look to agents as the key. “New customers and upsells are the answer,” they think. But, it’s just as (if not more) important to provide great service to customers...
Are you looking for the secret to a successful agency perpetuation? We’ve got it in three simple steps: Plan ahead Plan ahead Did we say plan ahead? As in…NOW! Whether you’re handing off or taking over an insurance agency, it’s never too soon to start thinking about...
Choosing an agency management system can be overwhelming. The thought of overhauling your workflows, teaching staff a new system, and transferring management system data is enough to make your head hurt. But, it doesn’t have to be this onerous. If you’re considering a...
Back in January, we were all about resolutions and looking to the year ahead. It was then that Insurance Journal took a look at the coming trends for 2018. Though those long, dark January days have finally come to an end, the predictions, specifically the...
Are small things taking up big time at your agency? Agency management system automation can take these little tasks off your hand for big savings.
Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three reporting tools that will bring you to data wizard status. Start putting...
Insurance agency accounting can be fraught with small mistakes that lead to huge headaches. With so many moving pieces in an agency, it can be difficult to keep track of the multiple pieces that make up accounting in an organization. Find out what you need to cure your ails.