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 answer, of course, is...
You’ve got a great staff, excellent service, and a customer retention record that would make any agency owner jealous. But you’re still not bringing in new customers. Why? For many, the answer is your website. You know your website is the new storefront and number one...
As an industry, and as a country, we’ve been through a lot in 2020 so far. As we start to take our finger off “pause” and begin to ramp up business again, there’s a lot to think about moving forward. For many, a large part of re-opening is a re-assessment of insurance...
Insurance retention and prospecting, though similar to other industries, has its own nuances. As a highly personalized business, insurance agencies need to focus on each lead segment's specific needs and, as the sales funnel narrows, the personal needs of each...
As your agency transitions back to “business as usual,” you’ll likely focus on how to gain new clients and serve current clients better. We hope this list of our recent posts on how to gain insurance clients can help. This year, we at SIS have focused on building out...
As businesses begin to re-open across the country, many need to re-assess their prospecting strategy. As you look into your agency’s insurance prospecting software and strategy, these three tools should be in your toolbox. When it comes down to it, insurance...
The COVID-19 coronavirus global pandemic has hit the world hard in many ways. One of the most notable is the effect on disrupting business operations. In this post, we look at how to get insurance clients as your agency adapts operations and gets back up to...
As we adjust to a new normal of work from home due to the COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics. According to Salesforce, 67% of...
As we adjust to the restrictions in place to slow the spread of the global COVID-19 (novel coronavirus) pandemic, we offer solutions for insurance agencies to mitigate loss and keep their community safe. Many independent agencies grew out of sheer grit and...
Big-name insurance companies have no problem getting their name in front of consumers. You already know their tag lines and spokespeople (or animals), and it may feel daunting to compete with these seeming giants. But, the digital revolution shrunk the gap in...