As an independent insurance agency, your number one priority is client care. You need to make sure your clients are getting the best service, at the best price, and ensure their personal information is safe in your hands. Our rapidly digitized world makes this final task increasingly difficult, and it’s your job to take the necessary steps to ensure your clients’ data is secure.
Federal, state and local legislation set up policies to protect client data. You need to be aware of and comply with these policies, and go beyond to create your own agency standards. Our latest eGuide outlines major legislation governing data security and provides you with practical tips and tools to bring your agency above and beyond.
Check it out here, along with our other eGuides, covering topics such as engaging in marketing on a limited budget and improving agency efficiency through cloud apps.
We are always interested in providing you with the latest industry news, tips, and tools and would love to hear from you on what your agency needs to know. Contact us today to share about topics of interest, provide feedback, or just to get in conversation about how we can better serve you.