Client portals have become essential to insurance customer service. Find out what to look for in your portal offering.

Client portals have become essential to insurance customer service. Find out what to look for in your portal offering.
Gaining customers costs you, but retaining them pays off. Read how digital insurance agency marketing can help you connect with and keep your customers.
Online marketing, like all marketing, is about standing out. It’s differentiating from the crowd – showing off what makes your business and product unique.
A recent SIS survey revealed 54% of agencies are “neutral” on how they view their marketing success. “Some days we see results, some days we don’t. Overall, we’re unsure of our success,” many reported. This kind of vagueness is unsettling—how can an agency improve its...
When you think of branding, what comes to mind? Perhaps you feel your agency has a solid brand, or maybe branding seems like a nebulous, confusing exercise. No matter where your agency falls, defining and maintaining your brand is an essential part of insurance...
Insurance customer retention is a primary goal for most agencies. Although it's much easier to retain customers than gain new ones, you need to do both to sustain your agency. How can you both gain and retain customers? First, hone your product and services. A strong...
“Google it.” This phrase has become commonplace – the answer for everything from “what are those song lyrics?” to “which car should I buy?”. The internet is now the number one source for information gathering and decision making. This means your insurance agency...
Creating and maintaining your agency’s digital presence is a must for success. Agency online visibility has moved from beneficial to necessary, and with it comes the challenge of digital marketing. No matter how engaging your agency’s website is, if no one can find...
As technology is evolving and updating at a rapid pace, what was popular yesterday is out of date today. This is especially relevant with websites, as new and innovative designs, styles, and techniques are popping up each day. It can be difficult to sift through...
Picture meeting with a client and taking care of everything they need in one sitting. Policy changes? Done. Claims to process? Complete. New contact information? Updated. Anything the client needs taken care of in the moment, leaving them feeling happy. This may sound...