You’ve got a great staff, excellent service, and a customer retention record that would make any agency owner jealous. But you’re still not bringing in new customers. Why? For many, the answer is your website. You know your website is the new storefront and number one...
6 Steps to Make Insurance Agency Marketing Happen on a Budget
As an industry, and as a country, we’ve been through a lot in 2020 so far. As we start to take our finger off “pause” and begin to ramp up business again, there’s a lot to think about moving forward. For many, a large part of re-opening is a re-assessment of insurance...
Insurance Prospecting Software – The What and Why of the Top Three
As businesses begin to re-open across the country, many need to re-assess their prospecting strategy. As you look into your agency’s insurance prospecting software and strategy, these three tools should be in your toolbox. When it comes down to it, insurance...
What Your Customers Want: Changes in Expectations in The Digital Insurance Age
As we adjust to a new normal of work from home due to the COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics. According to Salesforce, 67% of...
The Insurance CRM –The Top 6 Reasons You Need it to Stay Relevant in the Market
As we adjust to the restrictions in place to slow the spread of the global COVID-19 (novel coronavirus) pandemic, we offer solutions for insurance agencies to mitigate loss and keep their community safe. Many independent agencies grew out of sheer grit and...
Digital Insurance Tools and Tips for Disaster Contingency
Disasters, by nature, are unexpected. We hope one never hits, but must be prepared once it does. The recent coronavirus pandemic is evidence of the unexpected becoming real, and businesses across the world are learning how to cope. When it comes to planning for...
Must-Have Agency Software: Self-Service Portal
Client self-service portals are not just essential insurance agency software; they’re part of the global consumer-based business market. According to Microsoft, 90% of consumers worldwide expect organizations to offer a self-service portal. And a Zendesk survey showed...
Your Cost and Efficiency Saving Solution: A Paperless Insurance Office
A recent CompTIA press release showed almost 80% of U.S. companies are working towards a “less paper” office. We’ve been talking about the benefits of a paperless insurance office for years, but now the data is really starting to roll in. Advances in scanning and...
What’s Next in Insurtech? Top 5 Digital Insurance Tools
Insurtech, the phenomenon that followed the digital revolution, is the influx of technology into the insurance industry. Brought on by tech-based agencies and start-ups, insurtech brings a host of benefits for both agencies and customers. Though the thought of...
Top Agency Management System Customer Service Tools: Mobile App
Mobile apps are quickly becoming the latest “must-have” for top agency management systems. And it’s no surprise – mobile has taken over everywhere. Smartphone users check their mobile phones an average of 63 times a day. More than 60% of U.S. consumers prefer mobile...