When deciding on the best technology for your agency, you’re not just choosing a piece of hardware or software. Each time you choose a new piece of tech, your agency is making a commitment—large or small—to that technology provider. Some commitments may be a simple...
In our last posts, we focused on the technology you need to run your agency efficiently: the essentials and the most costly. Now we take a look at that looming question: how do you know if you’re getting the best? With so many options out there for any hardware or...
Staying up-to-date with the latest technology is important but, as we saw in our last post, can be expensive. As you assess your technology needs, it is helpful to keep in mind the high-cost items your agency needs - be aware of price range and budget accordingly. You...
If you’re not using technology in your independent insurance agency, you’re behind. Technology doesn’t just mean a cell phone and laptop either. These are now essential parts of doing business. Tech must be integrated in all aspects of your agency – from sales, to...
Commercial lines download (CLDL) is on the rise, with more and more agencies making it a part of their practice. The recent CLDL updates have made it easier than ever to implement, and clients and carriers alike love the added workflow efficiency. However, if your...
Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, today announced the release of the newest version of Partner XE Mobile. The upgrade gives users expanded capabilities and a more streamlined...
Partnership and collaboration are important factors for success in any business, and your independent insurance agency is no exception. This is especially true with commercial lines downloads (CLDL). If you are not in communication with your partners around CLDL, you...
If you’ve read our last two posts, you should by now be convinced that commercial lines downloads (CLDL) add value to your independent insurance agency. But if you have yet to make CLDL part of your agency, how do you get started? The following checklist will help...
As we saw in our last post, commercial lines download (CLDL) can benefit your independent insurance agency in a variety of ways. From increasing your workflow efficiency to saving you money, one may wonder why agencies would hesitate to employ commercial lines...
Commercial lines policy detail downloads (CLDL) is on the rise, and for good reason! Such streamlined, consistent client records and data put a smile on the faces of carriers, agency staff, and clients alike. Using commercial lines downloads is one of the few things...