From the moment you work up till now, you have likely utilized some form of technology to do something for you. Whether it was Alexa, Siri, Google Home, or some other type of digital assistant, you’re not alone in relying on technology to make your life easier. But,...
Reports are the window to your agency’s future. They tell you where you’re performing well and highlight areas to improve. And, since all your agency data is stored in your management system, they’re easy to obtain. If you’re just getting started with reports, it can...
“We’ve always done it this way” is never a good reason for anything. Yet, I often hear this when talking to owners about their insurance agency workflow procedures. The old way is not necessarily bad, but chances are it isn’t the most efficient. There is a better way....
A recent SIS post provided some solid steps and insights on how to be a winning sales team, turning prospects into clients. But, there are two pieces to the pie of how to get insurance clients – you need to find prospects first. There are hosts of techniques and...
You’ve read the reasons to become a paperless insurance agency. The time, money, and environmental savings are just the tip of the iceberg. Bottom line: a paperless agency serves customers better. Enacting the Right Agency Policies So, what are you waiting for? Ah,...
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and about customers can be a big factor in gaining and keeping business. These...
Boosting Sales Means More than Selling When focusing on how to boost insurance sales, most agency owners look to agents as the key. “New customers and upsells are the answer,” they think. But, it’s just as (if not more) important to provide great service to customers...
Are you looking for the secret to a successful agency perpetuation? We’ve got it in three simple steps: Plan ahead Plan ahead Did we say plan ahead? As in…NOW! Whether you’re handing off or taking over an insurance agency, it’s never too soon to start thinking about...
Choosing an agency management system can be overwhelming. The thought of overhauling your workflows, teaching staff a new system, and transferring management system data is enough to make your head hurt. But, it doesn’t have to be this onerous. If you’re considering a...
Back in January, we were all about resolutions and looking to the year ahead. It was then that Insurance Journal took a look at the coming trends for 2018. Though those long, dark January days have finally come to an end, the predictions, specifically the...