As an independent insurance agency owner, your number one priority is your relationship with your clients. Clients trust you to provide them with the best service, and to keep them safe. This means ensuring their personal data is protected – a task that is not easy...
There seem to be endless t’s to cross and i’s to dot as part of an agency’s daily workflow. These small but important details can pile up, making for hours of work that slow down operations. This month’s eGuide hits at the heart of your agency’s need: efficiency. In...
Success in business is about careful calculations: profit vs loss, supply vs demand, and investment vs ROI. Each of these formulas are configured and adjusted to ensure maximum efficiency, and each piece plays an important role. If one piece of the efficiency puzzles...
As the days grow shorter and the sluggish weather of winter approaches, staying motivated and working efficiently can require a lot of extra effort. However, it may not be the weather or the time of year that is slowing down your agency. Consider your processes,...
As our lasts posts explored, cyber-attacks and data breaches have become all but commonplace, and your agency needs to step up security in order to protect your data. However, with so much on your plate already it may seem impossible to ensure your data stays...
The claims management process is central to the insurance experience, containing many facets to ensure success. Government regulations, protection form fraud, and a positive client experience are just a few of the critical pieces to a strong claims management process....
It has been quoted that nearly every two seconds a new malicious URL is created for use in a cyber attack. These URLs quickly and quietly embed a small Trojan virus code in your computer, putting everything stored in your device at risk. This staggering fact impacts...
As technology is evolving and updating at a rapid pace, what was popular yesterday is out of date today.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...
Advances in technology continue to make our lives more efficient. Yet the more connected we become, the more vulnerable we are to online threats – both personally and professionally. Your independent insurance agency is no exception. When you know what you are up...
Collaboration and cooperation are synonymous with success. Efficiency and innovation are a direct result of teamwork, as many individuals work towards a common goal. So, why are we hesitant to foster the same connectivity and cohesion with our agency systems?...