Commercial lines download (CLDL) is on the rise, with more and more agencies making it a part of their practice. The recent CLDL updates have made it easier than ever to implement, and clients and carriers alike love the added workflow efficiency. However, if your...
The one-day workshop seeks to help SIS’ partner agencies maximize the benefits of their agency management system. Building on the momentum of several well-attended regional workshops over the course of the last year and a successful national conference last spring,...
Partnership and collaboration are important factors for success in any business, and your independent insurance agency is no exception. This is especially true with commercial lines downloads (CLDL). If you are not in communication with your partners around CLDL, you...
If you’ve read our last two posts, you should by now be convinced that commercial lines downloads (CLDL) add value to your independent insurance agency. But if you have yet to make CLDL part of your agency, how do you get started? The following checklist will help...
As we saw in our last post, commercial lines download (CLDL) can benefit your independent insurance agency in a variety of ways. From increasing your workflow efficiency to saving you money, one may wonder why agencies would hesitate to employ commercial lines...
Commercial lines policy detail downloads (CLDL) is on the rise, and for good reason! Such streamlined, consistent client records and data put a smile on the faces of carriers, agency staff, and clients alike. Using commercial lines downloads is one of the few things...
Letting go of how things used to be and accepting new realities can be trying. It is not surprising then, that when your agency upgrades or changes its management system you may experience some of the “pain of change”. There is a tendency to try and fit the new system...
Keeping track of income and expenditures is the most important aspect of any business, and insurance agencies are no exception. Yet, so many agency owners don’t pay attention to their accounting systems, missing a huge opportunity to save time and money by...
If you’re tracking your agency’s premiums and commissions by Excel STOP right now! Back away slowly from your computer…you don’t need to do this! Using Excel to track your commissions is like using a pair of scissors to cut your lawn: it gets the job done, but it is...
In your day to day, you may not think much about the on-going processes of your agency. As we mentioned in a previous post , it is important to know your agency’s systems, and to make sure you’re getting things done in the most efficient and effective ways. One of the...