This article, written by Kate Gluck and Paul Fuller of SIS and published by ACT, offers nine practical tips for agencies to follow to protect against data breaches, that can destroy an agency’s reputation and cost a lot of money to remedy. Some of the tips, like...
Practical Resolutions – and tips on how to keep them. As we turn the corner into the New Year, everyone seems to be making a resolution of one sort or another. Some want to lose weight, others want to cut out sugar,quit smoking, exercise more, spend more time with the...
If we all had an infinite amount of money we could throw our marketing dollars to the wind – putting money into the fad of the moment or whatever happened to suit our fancy at the time. But if that were the case, would we really be working the business or would we be...
Using automation technology to enhance your business Best Practice #4 – Be Diligent with Data Entry If you, or any of your coworkers, got hit by a bus tomorrow could business continue on without a hitch? If you use your agency management system correctly, are diligent...
Why independent insurance agents need to “eat the frog” and other self-management tips As an independent insurance agent, do you ever feel like you’re on the hamster wheel? Do distracting email pop up messages, buzzing cell phones, random texts,tightly scheduled...
Using Automation Technology to its Fullest Best Practice #3 – Establish Documented Workflow Procedures & File Naming Conventions If you want to maximize productivity in your independent insurance agency, establishing documented workflows and file naming...
Using Automation Technology to its Fullest Best Practice #2 – Go Paperless Go Green, improve workflow and empower a virtual workforce with digital document storage solutions tied to web-based insurance software. Follow these best practices for increased productivity,...
Using automation technology to enhance your business Top 10 “Universal” Agency Management System Best Practices Looking to simplify workflow and improve agency productivity? Want to use automation technology to transform and grow your business? Read on. At SIS we...
10 Things Agencies Do Right (and Wrong) with Agency Management Systems: The Good, The Bad and The Opportunity Earlier this month Insurance Journal published an article 10 Things Agencies Do Right (and Wrong) with Agency Management Systems. In the article,...
Digital Marketing for Independent Insurance Agents Enhancing traditional insurance marketing methods with online tools and resources: Digital Marketing is an important tool for Independent Insurance Agents, however, in an age of constant change and innovation in the...