Insurance agency accounting may not be at the top of your mind. But it’s still taking up your time - 40% of small business owners in 2015 spent 80+ hours a year managing accounting tasks. Is your agency accounting giving you a migraine or at least a mild headache?...
Quality insurance providers know what is at the heart of sales: relationships. Independent insurance sales in particular focuses on getting to know prospective customers, and connecting them with the coverage. True insurance sales is helping people get what they need....
At this point in the digital age, most agencies are aware of the benefits of going paperless. Your agency can save time and money by offering paperless quotes and the ability to esign insurance documents, among other paperless processes. Eliminating paper frees up...
Every agency has a management system, but not every system is utilized to its fullest. Many agencies set up their management system, plug in customer and policy data, and don’t use it for much else. Yet, so much more can be done when a system has the right ingredients...
There seem to be endless t’s to cross and i’s to dot as part of an agency’s daily workflow. These small but important details can pile up, making for hours of work that slow down operations. This month’s eGuide hits at the heart of your agency’s need: efficiency. In...
Success in business is about careful calculations: profit vs loss, supply vs demand, and investment vs ROI. Each of these formulas are configured and adjusted to ensure maximum efficiency, and each piece plays an important role. If one piece of the efficiency puzzles...
As the days grow shorter and the sluggish weather of winter approaches, staying motivated and working efficiently can require a lot of extra effort. However, it may not be the weather or the time of year that is slowing down your agency. Consider your processes,...
The claims management process is central to the insurance experience, containing many facets to ensure success. Government regulations, protection form fraud, and a positive client experience are just a few of the critical pieces to a strong claims management process....
Collaboration and cooperation are synonymous with success. Efficiency and innovation are a direct result of teamwork, as many individuals work towards a common goal. So, why are we hesitant to foster the same connectivity and cohesion with our agency systems?...
Choosing a new agency management system can be an intimidating process. With so many options offering such different experiences, it’s easy to get overwhelmed and overlook some of the most important aspects. You need to do your homework to find the right system and...