The idea of call centers may bring up heart rates for some, and bring a feeling of relief to others. This somewhat polarizing insurance agency support method has its pros and cons, which can vary from agency to agency. There is no “one size fits all” call center, and...
Why Agencies Fear the Self-Service Portal – and Why They Shouldn’t
Control. Fear. Empowerment. These are just a few of the emotions I’ve seen on both sides of the client self-service portal experience. Agencies wonder if self-service portals will render human agents irrelevant while customers feel emboldened with the freedom to get...
Leading Your Agency into the Digital Age
The average insurance agent is 59 years old. That means they’ve lived through multiple insurance agency systems, having been in the workforce through the advent of PCs, the rise and fall of CD-ROMs, the introduction of email and Google, and a whole host of other major...
To Text or Not to Text: Best Practices for Customer Text Communications
If you’ve been in the business for a while, you’ve seen communication methods evolve. From in-person meetings to phone calls to email, the methods for staying in touch with customers have changed throughout the years. The most recent evolution is texting – a technique...
Digital Insurance and What it Means for Independent Insurance Agents
From the moment you work up till now, you have likely utilized some form of technology to do something for you. Whether it was Alexa, Siri, Google Home, or some other type of digital assistant, you’re not alone in relying on technology to make your life easier. But,...
5 Elements to Cracking the Insurance Sales Code
We’ve cracked the insurance sales code – and the key is your independent agency website. Your agency’s website is the endpoint for your insurance marketing strategies. All channels funnel prospects to your site, making it the critical piece to move them to customers....
Why Your Insurance Customers Want Paperless
There are dozens of reasons why should be a paperless insurance agency. But, there is really only one that matters: customers and prospects are demanding it. Being a paper-reduced or paperless agency means much more than moving billing online. It means transforming...
2018 Tech Trends for the Independent Insurance Agency
Back in January, we were all about resolutions and looking to the year ahead. It was then that Insurance Journal took a look at the coming trends for 2018. Though those long, dark January days have finally come to an end, the predictions, specifically the...
Tips for Handling Insurance Industry Technology
It may be hard to believe, but we’re nearing the halfway mark in 2018. It’s been a year of unprecedented technological advancement, helping the industry be more efficient and more cautious. Though these insurance industry technology advancements bring a host of...
The Answer to Your Independent Agency Frustrations
Are small things taking up big time at your agency? Agency management system automation can take these little tasks off your hand for big savings.