As a new year begins, so do the resolutions. One popular goal is to stay connected – keeping in touch with the family and friends that flooded lives during the holiday season. However, like most resolutions, maintaining communications with others is easier said than...
As Director of Product Management, I spend a lot of time talking with clients about their agency management system needs. One component that comes up over and over again is mobile access. Agency members see a mobile agency management system as critical to operations....
It’s that time of year again—holiday shopping, buying, and trying to find the best gift to show you care. It’s a tall order, but we may have the answer. For your agency staff, that is: adding integrated systems to your insurance agency management system. Integrated...
Insurance downloads have amazing potential. But you may miss out on benefits if you’re not connecting with carriers. Find out how to stay up to date.
Agencies are constantly looking for ways to build and improve efficiency. However, many fall short. Why? The answer lies in which tools agencies are using – or not using – to streamline processes. With so many out there, it can be hard to tell which are “worth it,”...
Whether it’s home furnishing or home insurance, consumers continue to choose online over other purchasing methods, making online visibility critical. And the number of online buyers is growing. A 2015 Statistica Study found the 205 million U.S. digital shoppers will...
Insurance agency accounting may not be at the top of your mind. But it’s still taking up your time - 40% of small business owners in 2015 spent 80+ hours a year managing accounting tasks. Is your agency accounting giving you a migraine or at least a mild headache?...
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...
At this point in the digital age, most agencies are aware of the benefits of going paperless. Your agency can save time and money by offering paperless quotes and the ability to esign insurance documents, among other paperless processes. Eliminating paper frees up...
Every agency has a management system, but not every system is utilized to its fullest. Many agencies set up their management system, plug in customer and policy data, and don’t use it for much else. Yet, so much more can be done when a system has the right ingredients...