Over the past year, we’ve delved into the topics most important to our Partner Platform community and all independent insurance agents and owners.. From the top insurance software you need to make it in the digital world to how to pass on your agency, we’ve covered it all. As the year comes to a close, we’re looking back at some of our most popular and impactful posts. 

Here are some for you to pursue over your holiday break.

Our Top Partner Platform Community Posts of 2019

  1. Insurance Prospecting as An Independent Agency: Discover the power of operating as an independent insurance agency and how you can leverage community connections to grow your business.
  2. Insurance Prospecting Software and Other Tools to Match the Customer Experience: An in-depth look at how you can match your agency technology to the customer or buyer’s journey and quickly grow your client base.
  3. Marketing Automation – Your Key to Omnichannel Insurance Sales: Learn more about marketing automation and how to leverage it to expand your marketing campaign.
  4.  Top 5 Essential Insurance Tech for Customer Self-Service: From client portals to texting and A.I., we look at the top tools to help your customers get service 24/7.
  5. Top Agency Management System Tools – Mobile App: See why you and your customers benefit from mobile access and how to get your agency set up to serve from any location at any time.
  6. To Text or Not to Text – Best Practices for Customer Text Communications: Texting is the new wave in communication. Find out how to leverage it for your agency to meet customer needs, capture valuable data, and add E&O protection.
  7. Why Agencies Fear the Self-Service Portal and Why They Shouldn’t: Client portals are a must in the modern insurance industry. See why customers love them and why your agency should, too.
  8. Ask the Experts – Top Financial Questions and Best Accounting Software for Insurance Agents: Hear from two experts in the field, SIS Director of Product Management Bryce Lee and CPA and Partner at Donovan, Sullivan, and Ryan, Chris Ryan, on which accounting software is best for your agency and why.
  9. People, Profit, and Process – Confronting Agency Succession Planning: Discover the most important elements of succession planning and how to start preparing now for the future of your independent insurance agency.
  10. Partner Platform User Community Conference Recap: A look back at our annual Partner Platform User Community conference, including topics covered and the big names in the industry who attended.

More to Come in 2020!

We hope these posts keep your busy for the remainder of 2019, and we look forward to even more great conversation and content in 2020. Wishing you and yours happy holidays!

Share This!