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...
Control. Fear. Empowerment. These are just a few of the emotions I’ve seen on both sides of the client self-service portal experience. Agencies wonder if self-service portals will render human agents irrelevant while customers feel emboldened with the freedom to get...
When choosing an agency management system, it can feel like you’re sitting at the poker table. Livelihood and legacy are on the line. If you pick the wrong system, you stand to lose efficiency, time and money. If choose correctly, you win a partner that will help...
“The service was excellent.” This sentence is music to any business owner’s ears. Being known for great customer care and service is the golden ticket to lasting success. So, what does great service look like? We asked Strategic Insurance Software (SIS) staff and...
The Thayer family has been running Batchelder Brothers Insurance in Sanford, ME for more than 140 years and counting. With history like that, the family-run business has become a cornerstone in the small town. “Our agency is committed to showing the people in this...
Running a successful business requires a great team. And not just the people on the payroll. All members of your community – employees, business partners, service providers, and other connections – impact your efforts in some way. Choosing the right community members...
Mattapoisett, MA-based G.H. Dunn Insurance agency has been serving its local New England community for over 80 years. Longevity like that doesn’t happen overnight: three generations of Dunns have helped build the agency’s legacy. And now SIS and Partner XE are part of...
Danvers, MA-based Phil Richard Insurance was founded by Phil and his wife Patti in 1988. The independent, full-service agency is truly family-owned, with Phil as owner, Patti as CFO, and daughters Jacqui and Jordan also working for the agency. This first-generation...
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...
John Yasik and his team at Newark, DE-based Poland & Sullivan Insurance, Inc. were frustrated. They were frustrated with rising costs, frustrated with a complicated and unreliable reporting system, and frustrated with customer service that was described as, in a...