The following article was published by Jeff Yates, Executive Director of ACT. It is reprinted here with his permission. Independent Agencies Prefer Real Time Over Carrier Portals Recent Survey of Over 3,100 Independent Agents Confirms a Strategic Vision The Real...
Capitalize on New Technology to Improve Business Processes While it would be nice to think that we are all perfect, there are very few, if any, organizations that operate at a level of 100% efficiency – and as more and more technology is introduced, the higher that...
Independent insurance agents get a vote of trustworthiness from small business owners We’d like to share with you a few excerpts from a letter we recently received from ACT Executive Director, Jeff Yates that speaks to the level of trust small business owners have for...
Streamline Workflow With Your Agency Management System Training, support & timely upgrades help agencies maximize impact of insurance software When it comes right down to it, who doesn’t want to make their business more efficient? No matter how much you get done,...
Insurance Sales and Servicing Strategies to Grow Your Agency's Business Jeff Yates, Executive Director of the Agents Council for Technology (ACT), recently wrote an article entitled, Sales and Servicing Strategies to Grow Your Agency’s Business. His article highlights...
Generate Insurance Leads to Grow Your Book of Business Renew, Upsell, Cross Sell & Find New Clients As an insurance professional you know you need to constantly work to increase your book of business. You know it is far more profitable to maintain existing accounts...
What insurance agent wouldn’t rather follow up on a warm lead than a cold one? Not only is it an easier call to make because you go into the call knowing the prospect has indicated an interest in your product, but you also go into it knowing you have a higher chance...
LeadGen, a systematic method of identifying real people and organizations with a need for your services, capturing their information and building your sales pipeline is a critical piece of the insurance sales and territory management puzzle. In the whole scheme of...
While most of what we post to our blog here at SIS is directly related to our Partner XE insurance agency management system, there are so many other elements that go into the making of a successful independent insurance agent ( or anyone for that matter) that when we...
Gauging your ROI when switching agency management systems. It is easy to look at all the things that frustrate you about your current agency management system and want to run to greener pastures. Think about it. How often have you Wished your agency management system...