In our last post, we looked at some all-in-one cloud apps combining e-mail, document sharing/storage, and calendar sharing to save time (and money!) for your agency’s daily operations. These all-in-one tools bring the benefit of synching operations, yet some agencies...
It’s amazing how much time can be spent during the day with small tasks like checking e-mails, reviewing documents or scheduling meetings. Throughout the days and weeks, the extra minutes spent on these daily tasks can add up to hours wasted. Moving these tasks to...
Any experienced insurance agent will tell you the key to successful business is good customer service. The key to good customer service? Communication. Communication within your team and communication with your clients is essential to building a good brand and a...
The offices of 2013 are going unplugged. Look around any semi-modern independent insurance agency and you’ll see laptops and tablets have replaced desktops. Printers and scanners are wireless and cell phones have made handsets a thing of the past. What you don’t see...
Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, recently announced the release of Partner XE version 2.0. This release brings SIS customers an improved web based architecture and over one hundred...
Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, today announced the release of Partner XE Mobile 2.0. This update enables users working outside the office to quickly view client and prospect...
Did you know that your target customers need to hear your marketing message at least seven times to influence a buying decision? The best marketing programs provide high volume exposure and repeat touches in the market. This poses no problem for the big insurance...
Staying ahead in a wired world is not as challenging as you think. Setting up a Google+ business account is simple to do and a lot of fun as well! If you are interested in getting started today, click here. Google+ will walk you through the steps necessary to set up...
August 28, 2013 - Columbus, OH and Los Angeles, CA – Strategic Insurance Software, providers of Partner XE, a leading agency management system for independent agents, today announced their release of the Partner XE Outlook Plug-in version 2.0. The plug-in includes a...
Stop Whining: Embrace Google+ was recently published by the Executive Editor of The Steve Anderson Report (TAAR) Steve Anderson. In this article, Anderson explains that though you may currently be using Facebook for your personal lines and LinkedIn for your business...