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All About the Data: Using Insurance Marketing Tools to Improve Customer Service

All About the Data: Using Insurance Marketing Tools to Improve Customer Service

Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as customer service tools, too. And it all begins with data.

The COVID-19 pandemic accelerated digitation across industries, and insurance was no exception. Part of the acceleration included a rise in direct-to-consumer (DTC) purchases. More people started buying goods and services online, cutting out in-person or phone interactions. That rise in DTC increased access to customer data.

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Insurtech: Finding the Best Fit for Your Agency

Insurtech: Finding the Best Fit for Your Agency

This past year was one like no other. With the entire world forced to move to digital work rapidly, many industries felt growing pains and suffered from the sudden shifts. One industry that didn’t was insurtech.

The term “insurtech” applies to a variety of digital tools used in the insurance industry. Everything from a client portal to an integrated rater are insurtech. Overall, insurtech removes barriers in insurance, speeding up enrollment and claims processing, among other procedures, making it easier for agencies to grow their business and serve their customers.

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The Story Behind Our Insurance Agency Software: Archway Computer

The Story Behind Our Insurance Agency Software: Archway Computer

In the latest of our “Behind Our Insurance Agency Software” series, we talk with Brad Ruben of IT services provider Archway Computing. Archway has been one of our industry partners for years, and we rely on Brad and his team to keep us and our community up-to-date on the latest insurtech and cybersecurity.

Brad Ruben has been working with insurance agnecy software since 1985, when he first helped a family friend install and run a Coast Premium Rater software as part of the friend’s insurance business. Since then, Brad founded Archway Computers to help independent agencies get the best insurtech and IT support at a price they can afford.

I talked with Brad about Archway’s partnership with SIS and the Partner Platform community, aiding agencies with IT services and providing expert consultation around insurtech and security.

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Six Ways to Keep Your Agency Secure in the Digital Insurance Age

Six Ways to Keep Your Agency Secure in the Digital Insurance Age

Approximately 43% of all cyberattacks are on small businesses, and, in 2020, 12% were attributed to finance and insurance industries. In the age of digital insurance, your independent agency is part of that vulnerable small business group. And, this threat increased since the COVID-19 pandemic: researchers report a 30% increase in cyber-security breaches since the pandemic hit.

As a particularly vulnerable industry, insurance agencies must be mindful. The volume of files processed daily and the sensitive information contained in each mean insurance agencies are increasingly at risk. Yet, KPMG found that only 43% of insurance executives said their organization was protected.

Is your agency taking cyber attacks seriously? Here are some ways you can start.

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Top Digital Sales Stats and What they Mean for Insurance Websites

Top Digital Sales Stats and What they Mean for Insurance Websites

The COVID-19 pandemic forced us to change many elements of our lives. For businesses, it created a quickening effect on plans to increase tech use and move to digital. With those changes, many agencies turned to their insurance websites as hubs for their business, whether or not their site was optimized to take on that level of responsibility.

As your agency evaluates how to shift to the “new normal,” consider these insurance website statistics and what they mean for your agency.

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The Story Behind Our Insurance Agency Software: Agency Management Resource Group

The Story Behind Our Insurance Agency Software: Agency Management Resource Group

We continue to explore the story behind our insurance agency software partners. In this post, we talked with independent insurance veteran Cheryl Koch. Cheryl founded Agency Management Resource Group to help independent agencies “achieve their goals and dreams.” With that motivation in common, we work with Cheryl and her team to educate and equip agencies for success.

When she was introduced to the Partner Platform team, Cheryl Koch saw an opportunity. Equipped with a wealth of training content for independent agencies, she knew she had just what so many Partner Platform agencies needed: personalized education. After holding our first “Ultimate Producer School” with Cheryl and her team, it was clear her expertise was the perfect fit.

I spoke with Cheryl to hear about her wealth of experience in the industry and how she connected with the Partner Platform community.

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Digital Insurance Stats You Need to Know

Digital Insurance Stats You Need to Know

Insurance is now digital insurance. The same goes for almost every consumer sector – from banking to healthcare and beyond, most consumers are finding what they need online.

But just because people are searching for what they need online doesn’t mean they only make purchases via digital means. Customers still want that personal connection, they just want to get business done faster.

This is the conundrum of the independent insurance agency – responding quickly, yet personally, to prospects and customers. These statistics tell that story.

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What Customers Want and the Insurance Sales Software to Get It

What Customers Want and the Insurance Sales Software to Get It

When it comes to your insurance prospects and customers, there are three main areas to focus on:

1. Improving ease and speed of service
2. Personalizing prospect and customer experience
3. Gaining data for expert advice

Each of these areas answers the question, “what do insurance customers want?”. Are you leveraging the right insurance sales software and processes to respond to these needs?

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What Insurance Tech do Agency Customers Want?

What Insurance Tech do Agency Customers Want?

It may not be what it’s always been – and it may surprise you how preferences have changed. Advancements in insurance tech and changes in purchasing patterns mean your current and prospective customers may be looking for something more. Though you’ll have variation among different generations, there are commonalities within what your customers are looking for to get excellent service.

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The Story Behind Our Insurance Agency Software: Eisenhart Consulting Group

The Story Behind Our Insurance Agency Software: Eisenhart Consulting Group

Next in our series on what’s behind our Partner Platform insurance agency software community is the management and operations consulting group, Eisenhart Consulting Group. For over ten years, we’ve been lucky to work with owner Mary Belka and her team.

Mary Belka, CEO and founder of Eisenhart Consulting Group, has been part of the Partner Allies team for more than a decade. When she was first introduced to the Partner Platform system, she was impressed by the hands-on, personalized service the Partner Platform team provided to one of her clients. Since then, a mutual dedication to personalized service has made Partner Platform and Eisenhart Consulting the perfect team for our independent agency clients.

I spoke with Mary to talk about how she came to meet the Partner team, the unique and transformational service she brings to Partner agencies, and how she prepares agencies for the future.

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