Data isn’t just for “big tech” and major corporations anymore. Tech advances made data and analytics accessible to everyone – including your agency. Modern agency software kept pace with the rise of big data, and successful agencies now leverage data for everything...
Insurance Prospecting Software and Tips: Growing Your Insurance Family with Referrals
If you think gaining insurance referrals is more effort than it's worth, you’re underestimating both the ease of gaining referrals and the impact of the payoff. Nielson found 84% of consumers trust recommendations or referrals over all other forms of marketing, and...
Becoming A Digital Insurance Agent: How to Do It and Why It Matters
Digital insurance matters. According to McKinsey & Company, agencies that “digitally transform stand to gain satisfied customers, lower operating costs, and achieve higher growth.” Going digital doesn’t mean moving all your operations to A.I. and forgoing a physical location; it simply means moving towards meeting customer needs, improving processes, and protecting your business.
Making Your Agency Website Your Own with Partner Connect
How old is your agency website? Do you have a website at all? If your answers are anything besides “Not very” and “Yes!” then it’s time for you to get working on updating or creating an insurance agency website. And one that works. Close to 40% of individuals surveyed...
Finding Your Niche for Insurance Agency Marketing
It’s challenging to make a business stand out in any market. When it comes to insurance agency marketing, this can be particularly challenging due to the industry’s nature. How can you differentiate your agency when all agencies provide such similar services? While quality customer care, price, and ease of service are helpful, they can only so far.
Insurance Systems and Steps to Gain Leads
If you’re like most independent insurance agencies, you’ve got service down. Referrals are coming in thanks to your stellar performance, but it’s still not enough to keep your pipeline flowing. You need to invest in the right insurance systems and strategies to gain...
Digital Insurance Consumers and The Agency Experience
Almost 75% of the world’s internet users aged 16 to 64 buy something online each month. And, according to Forbes, more than half will make that purchase on a mobile device. Customer expectations and needs are evolving rapidly, and insurance executives are taking...
Gain Outreach Power: Marketing Automation and Your Insurance CRM
As customer expectations adapt in all industries, insurance is no exception. Customers seek a more personalized experience, based on rapid digitization. Companies are gathering information on client preferences and adjusting quickly to meet their needs. Yet, many...
A Guide to Cybersecurity for the Digital Insurance Agency
In an increasingly mobile and connected world, your agency needs to respond by transforming to a digital insurance agency. Your employees, customers, and prospects are accessing more information digitally than ever before. Is your agency equipped to mitigate the risks...
Texting as Insurance Software: Why You Need It and How to Do It Well
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The answer, of course, is...