Combat Cybercrime at your Independent Insurance Agency Simple security steps every agency should take Even though SIS’ secure hosting environment for our Partner XE agency management system provides clients with access to secure servers housed off-site at an...
As we wrote in our February post “Marketing with Partner XE” customer retention must be a high priority for any independent insurance agent who wants a profitable book of business. We wrote that communicating regularly with customers is one way of keeping them loyal...
Our last post focused on targeting. This one will focus on how to open your clients’ and prospects’ eyes to what you have to offer. Even when marketing to a targeted list, it is not likely that everyone will be ready to buy right away. The trick is to start the...
Use your Partner XE insurance software to track conversations and set reminders. One of the best marketing features within your Partner XE agency management system is the ability to track conversations and set reminders. If, for example, you want to run a targeted...
Your Insurance Software Can be a Valuable Marketing Tool A 2009 JD Powers report stated that “In this mature market, individual insurance companies tend toward a zero sum game, where the growth of one company, comes at the expense of another. To grow, an insurer must...
Use Your Agency Management System to Streamline Your Marketing Arthur Middleton Hughes recently wrote an article for The Database Marketing Institute called “Increasing Insurance Customer Retention.” Many studies, he said, show that $1 paid towards customer retention...
Getting the Most out of your Partner XE Agency Management System Have you ever gotten a new phone, new camera, new tv, new anything for that matter and been so thrilled with how much better it was than whatever you had before, that you never really took the time to...
Time-Saving Partner XE Tips A client once pointed out that “we’re agents, not techies. We don’t have time to sit down and play with this machine and figure out what it will do.” He was right. It is our job to help you use your Partner XE insurance agency management...
Partner XE’s Software as a Service model, which gives you secure online hosting for your agency management system, will protect your data in the event of an emergency. It is up to you, however, to make sure that all your data and records are in the agency software...