Using automation technology to enhance your business Top 10 “Universal” Agency Management System Best Practices Looking to simplify workflow and improve agency productivity? Want to use automation technology to transform and grow your business? Read on. At SIS we...
Texting for Insurance Agencies Communicating in the 21st Century and working in the clients' comfort zone. Because texting for insurance agencies is relatively new, concerns over E&O documentation, staff member responsiveness and accountability are holding some...
3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters... 1.) Information, Information, Information Partner...
Benjamin Franklin once said that distrust and caution are the parents of security. While some might label this type of thinking as paranoid, in most situations a little caution never hurt anyone -- especially when it comes to insurance agents protecting the client...
Agency Management System Helps Mitigate E&O Risks Build a permanent email trail with Partner XE's Outlook Integration feature Email is great, right? It is faster, cheaper and more environmentally sustainable than snail mail, it doesn’t take up any space in a...
Insurance Marketing Trends Survey results show agencies need to better coordinate and measure marketing efforts Last fall, Jason Hoeppner, an independent agency consultant with B.H. Burke & Co., conducted a survey of agencies, carriers and vendors on insurance...
Increase Agency Efficiency with Real Time Many independent insurance agents are challenged with the inefficiency that comes from dealing with different carrier interfaces. Duplicate entry, multiple passwords and too much time spent on training waste both time and...
The following article was published by Jeff Yates, Executive Director of ACT. It is reprinted here with his permission. Independent Agencies Prefer Real Time Over Carrier Portals Recent Survey of Over 3,100 Independent Agents Confirms a Strategic Vision The Real...
Capitalize on New Technology to Improve Business Processes While it would be nice to think that we are all perfect, there are very few, if any, organizations that operate at a level of 100% efficiency – and as more and more technology is introduced, the higher that...
3 tools insurance agencies can use to maximize their Facebook reach While there is a lot of buzz about social media these days, there are still quite a number of folks who question its effectiveness as a marketing tool. Some because they don’t understand it, others...