3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters... 1.) Information, Information, Information Partner...
Insurance Marketing Trends Survey results show agencies need to better coordinate and measure marketing efforts Last fall, Jason Hoeppner, an independent agency consultant with B.H. Burke & Co., conducted a survey of agencies, carriers and vendors on insurance...
Agency to Agency... An interview with NASPA Board Member Steve Kramer, Kramer Insurance Agency, Langhorne, PA. Length of time on Partner XE: 1 year Question: How do you use Partner XE to market your business? CROSS-SELL You want multiple policies per client because...
3 tools insurance agencies can use to maximize their Facebook reach While there is a lot of buzz about social media these days, there are still quite a number of folks who question its effectiveness as a marketing tool. Some because they don’t understand it, others...
Insurance Sales and Servicing Strategies to Grow Your Agency's Business Jeff Yates, Executive Director of the Agents Council for Technology (ACT), recently wrote an article entitled, Sales and Servicing Strategies to Grow Your Agency’s Business. His article highlights...
Generate Insurance Leads to Grow Your Book of Business Renew, Upsell, Cross Sell & Find New Clients As an insurance professional you know you need to constantly work to increase your book of business. You know it is far more profitable to maintain existing accounts...
What insurance agent wouldn’t rather follow up on a warm lead than a cold one? Not only is it an easier call to make because you go into the call knowing the prospect has indicated an interest in your product, but you also go into it knowing you have a higher chance...
LeadGen, a systematic method of identifying real people and organizations with a need for your services, capturing their information and building your sales pipeline is a critical piece of the insurance sales and territory management puzzle. In the whole scheme of...
As we wrote in our February post “Marketing with Partner XE” customer retention must be a high priority for any independent insurance agent who wants a profitable book of business. We wrote that communicating regularly with customers is one way of keeping them loyal...
Using Your Partner XE Agency Management System to Market Effectively In a perfect world, clients would never leave for greener pastures. Instead, they would continuously refer your independent insurance agency to friends and neighbors who would be on the phone,...