Connecting with clients in a wired world presents a whole new approach when growing an insurance agency. Most consumers today rely on social media, as well as friends and family, opposed to promotions and advertisements to form their decisions about products and...
SIS Partners with Expedient Data Centers to Leverage Latest Cloud Technology for Partner XE Columbus, OH – When it comes to technology, it pays to stay ahead – and to partner wisely. In aligning with leading technology provider Expedient Data Centers, Columbus’...
Only one day left until Real Time Day 2013! Don't miss out on the many events and activities put together to help independent agents increase productivity through the use of Real Time tools. For more information read the the following release put out by...
This article, written by Kate Gluck and Paul Fuller of SIS and published by ACT, offers nine practical tips for agencies to follow to protect against data breaches, that can destroy an agency’s reputation and cost a lot of money to remedy. Some of the tips, like...
Partner XE Mobile is here! Take advantage of early adopter discount. You asked. We listened. Last month we released the first-ever version of Partner XE Mobile. Agency members can now have even quicker access to their data while on the go. This read-only version is...
Using automation technology to enhance your business Best Practice #4 – Be Diligent with Data Entry If you, or any of your coworkers, got hit by a bus tomorrow could business continue on without a hitch? If you use your agency management system correctly, are diligent...
More and more independent insurance agents are realizing the benefits of Real Time connections with carriers through their agency management systems. For one reason or another, however, others hesitate. Truth is, as long as your agency management system offers the...
Using Automation Technology to its Fullest Best Practice #3 – Establish Documented Workflow Procedures & File Naming Conventions If you want to maximize productivity in your independent insurance agency, establishing documented workflows and file naming...
Using Automation Technology to its Fullest Best Practice #2 – Go Paperless Go Green, improve workflow and empower a virtual workforce with digital document storage solutions tied to web-based insurance software. Follow these best practices for increased productivity,...
Using automation technology to enhance your business Best Practices Part 2: Real Time Did you know that according to Jeff Yates, Executive Director of ACT “Real-time inquiry and servicing are saving 50 minutes daily for those employees using the functionality (in...