In this post, we continue our focus on ensuring a positive conversion experience for you and your independent insurance agency. As we look at the many facets of each agency management system provider, service and support stand out as critical pieces of the conversion...
In our last post, we covered some “need to ask” questions for independent insurance agency owners looking to switch agency management system providers. These questions help lead agency owners to providers who will ensure that the most important process of system...
There comes a time when changing your agency management system provider is the right decision for your agency. This may be driven by a change in business needs, adding more lines, new markets or other business drivers for competing more effectively and running your...
Many independent insurance agencies are not just small businesses, but family businesses, passed down from one generation to the next. Eventually the time comes when the next generation is ready to take over the business. No matter how involved you are in a business,...
As an independent insurance agency owner, improvement is constantly on your mind. The best way to set up your agency for growth is to set goals, and start to tackle each one by one. But, how will you know you’ve met your goal? The answer comes in the form of hard data...
With the start of a new year, many are making resolutions to improve themselves. Such resolutions are not just for individuals, but can be made for your agency as well. One of the hardest parts of making such resolutions is knowing where to begin. Do you go for the...
With a new year upon us, you may be tempted to start an agency overhaul. However, all good things come in moderation, and you need to make sure you aren’t making changes just for the sake of doing something new. While a fresh start is nice, be careful about throwing...
As the weather starts to change, you may find yourself thinking about change within your independent insurance agency as well. Many management system contracts come up for renewal this time of year, and it’s important for you and your staff to take a good, hard look...
Letting go of how things used to be and accepting new realities can be trying. It is not surprising then, that when your agency upgrades or changes its management system you may experience some of the “pain of change”. There is a tendency to try and fit the new system...
In our last post, we focused on committing to upgrade your agency management system and choosing the best system for your agency. We now look at what to do once you’ve found “the one” and have pen in hand to sign. While you need to literally cross your t’s and dot...