How did the COVID-19 pandemic change your insurance agency management?
Most agencies are emerging from pandemic lockdown with their business still healthy – perhaps even healthier for those that benefitted from restrictions that reduced claims. An agency that emerges from such an immediate and drastic change with economic strength speaks to their resilience and preparation.
As Director of Client Services, I work with and for our independent insurance agency clients to provide the top agency management system tools and training. Our team has worked with agencies across the country, collaborating with teams of all sizes and experience...
PwC’s U.S. CFO Pulse Survey, its sixth since the onset of the COVID-19 pandemic, found 54% of CFOs plan to make remote work a permanent option, 1/3rd plan to invest in better tech-driven products and services, and 63% plan to change their products and services as a...
If you describe your insurance agency management system as “fine,” you’ve got a problem. Something so central to your agency operations should be operating at a higher level than “okay.” If you’re patchworking numerous systems from accounting to doc sharing with your...
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The unexpected and...
Industries worldwide have a lot to learn from the unprecedented global pandemic that first hit the U.S. in early Spring 2020. The virus's impact will be widespread, and the insurance industry has been hit just as hard as any other market. Below are a few findings that...
SIS President Michael Doran reflects on the impact of the coronavirus shut-down and how the Partner Platform community responded. From a business perspective, the COVID-19 novel coronavirus pandemic will be remembered well beyond “take your child to work every...
Planning for the future is never easy, but it can seem even more complicated when thinking about your business's future. When it comes to transitions, you need insurance agency support on all sides. One critical support area is agency accounting. The dollars and cents...
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one...
Disasters, by nature, are unexpected. We hope one never hits, but must be prepared once it does. The recent coronavirus pandemic is evidence of the unexpected becoming real, and businesses across the world are learning how to cope. When it comes to planning for...