Independent Agents Share Their Insurance Marketing Strategies People like to talk about “growth” but growing is rarely easy. Especially growing an independent insurance agency. Retaining or expanding existing client relationships and developing new client...
Texting for Insurance Agencies Communicating in the 21st Century and working in the clients' comfort zone. Because texting for insurance agencies is relatively new, concerns over E&O documentation, staff member responsiveness and accountability are holding some...
Agency to Agency... An Interview with Kirk Stubblefield Stubblefield Insurance Agency, LLC - www.stubblefieldinsurance.com Location: Abilene, Seymour and Olney, TX A few months ago, Kirk Stubblefield of Stubblefield Insurance Agency in Texas graciously agreed to do an...
3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters... 1.) Information, Information, Information Partner...
Benjamin Franklin once said that distrust and caution are the parents of security. While some might label this type of thinking as paranoid, in most situations a little caution never hurt anyone -- especially when it comes to insurance agents protecting the client...
Agency Management System Helps Mitigate E&O Risks Build a permanent email trail with Partner XE's Outlook Integration feature Email is great, right? It is faster, cheaper and more environmentally sustainable than snail mail, it doesn’t take up any space in a...
Protect Digital Files & Improve Data Security Steps an independent insurance agency can take to protect critical client data Moving deeper into the 21st Century, the power and speed of technology continues to be more and more awe inspiring. Things that weren’t...
Love it or hate it, the internet economy and the “need it now” mentality that goes with it is likely here to stay. In this age of constant innovation and increasing technology, independent agencies that will prosper are those that will incorporate new technologies and...
Going Paperless Increases Office Efficiency & Productivity Accomplish more work with fewer people in less time using an electronic document management system. As ACT Executive Director, Jeff Yates wrote in AUGIE Survey: Agency Technology Having Big Payback for...
Increase Agency Efficiency with Real Time Many independent insurance agents are challenged with the inefficiency that comes from dealing with different carrier interfaces. Duplicate entry, multiple passwords and too much time spent on training waste both time and...