Planning your insurance agency perpetuation may seem like an insurmountable task. But, when broken down into manageable pieces, it can be tackled like any major project. Throughout the years, we’ve created a number of resources to help owners map out their succession...
It may be hard to believe, but we’re nearing the halfway mark in 2018. It’s been a year of unprecedented technological advancement, helping the industry be more efficient and more cautious. Though these insurance industry technology advancements bring a host of...
Whether it fills you with hope or dread, insurance marketing is a part of operating an independent insurance agency. You can only grow if you gain more business, and you gain more business by getting your name in front of prospects. This post is a summary of our...
Are small things taking up big time at your agency? Agency management system automation can take these little tasks off your hand for big savings.
What’s the secret to sales success? Easy: there is no secret. Successful prospecting requires the right tools and a well-thought-out plan. The good news is your agency management system is one tool already at your disposal. But are you using it efficiently? Ask yourself these five questions to find out.
Hear from Strategic Insurance Software CEO Alex Deak on what makes SIS and Partner XE stand out in the business.
If you’re in the independent insurance marketing game, you’re on a budget. As a small business, you’re making every dollar count towards serving your customers and helping your agency grow. You simply can’t afford to invest in something that won’t pay off. So, when it...
See the benefits of becoming a paperless insurance agency and first steps to rid yourself of paper.
No matter the size or number of roles in an independent insurance agency, there is a common goal: gain and retain customers to grow business. Each piece in the well-oiled agency machine must be at peak operation to meet this goal. To help you do your best in your role, whatever it may be, we’ve compiled a list of insurance industry resources to get you and your agency to peak performance.
A recent report showed 24% of respondents didn’t know where to focus their insurance marketing efforts. Discover six insurance marketing resources to help your agency build its brand and gain business.