Close to 90% of people say they always have their smartphone close. That’s 90% of people who can read and respond to anything sent to their phone almost immediately. With that sort of accessibility, integrated texting is a critical insurance management system tool....
Hiring for the Future: Adapting Strategies to Gain New Talent
The insurance industry has changed over the past 20 years. Paper files and phone calls have given way to digital processes, email, texting, and more. Your insurance support team’s needs have changed, too – or so we hope. The average insurance agent is 59 years old and...
Top Agency Management System Tools: Insurance Mobile App
Having a mobile-enabled agency is critical to future growth and success. J.D. Power and Associates reported that 42% of claimants surveyed used an agency mobile app. That number will only continue to grow. As the independent channel competes with the direct writers of...
Building a Virtual, Yet Personal, Agency
Why Go Virtual? Virtual, digital, tech – whatever you want to call it your agency needs to embrace it. Digitizing elements of your customer service and other processes hold a host of benefits for you and your client base. For starters, going digital can: Save money:...
Agencies Weigh In: Service Call Centers for Insurance Agency Support
The idea of call centers may bring up heart rates for some, and bring a feeling of relief to others. This somewhat polarizing insurance agency support method has its pros and cons, which can vary from agency to agency. There is no “one size fits all” call center, and...
Making the Most of Automation
If you’re like most small business owners, you’re constantly struggling to get a handle on how you’re using your time. It seems like there’s never enough to get all your work done. You have numerous areas you want to improve, specifically around serving and gaining...
Modeling Agency Workflow Efficiency
Every minute counts when it comes to your agency operations. There’s no time to waste in an industry with such tight margins. The difference between gaining and losing a customer can come down to which agency reached out first, so quick action is valued. But, speed...
Leading Your Agency into the Digital Age
The average insurance agent is 59 years old. That means they’ve lived through multiple insurance agency systems, having been in the workforce through the advent of PCs, the rise and fall of CD-ROMs, the introduction of email and Google, and a whole host of other major...
6 Key Blogs for Insurance Prospecting in Your Agency
Insurance prospecting can seem like mysterious business. Insurance is something everyone needs, so why aren’t your phones ringing off the hook? You may be using ineffective tools or searching for prospects in the wrong places. Whatever the case, your agency would like...
Making the Most of the End of the Year in Three Steps
It’s getting colder, things are moving slower, and the out of office responses are growing in number - it’s the end of the calendar year. This is a time for holiday celebrations, gathering with friends and family to look back at the year passed and make resolutions...