Insurance Prospecting Software (and Other Tools) to Match the Customer Experience
There’s no shortage of insurance prospecting software out there. But quantity does not equate quality. You need the right tools to match your prospect and customer needs to run a successful agency. Our partners at Independent Insurance Agents & Brokers of America...
Making Digital Insurance Personal: 5 Must-Have Features
A McKinsey study uncovered two critical digital insurance facts: digital has reduced claims expenses by up to 30% and increased customer satisfaction by more than 20%. Serving customers better and decreasing cost? That’s music to any owner’s ears. Yet, some are still...
What Partner Agencies Have to Say about SIS Partner Platform
We’ve worked with over a thousand agencies in the past ten years, and if we’ve learned one thing, it’s that no two independent agencies are the same. That’s why we tailor the SIS Partner Platform experience for each client, getting to know their specific needs, and...
Insurance Marketing Strategies: The Art of Asking for Referrals
Referrals are the gold standard of business. Nielsen found prospects are four times more likely to buy when referred by a friend – that’s a stat you want to get behind. But how do you adjust your insurance marketing strategies to hit at the 49 percent of consumers who...
Understanding the Buyer’s Journey (and How You Can Facilitate It) with Partner Platform
Selling is essential to growing your agency. A critical element to sales is understanding how prospective customers think and act. In our experience with Partner Platform agencies, many don’t have the best tools to follow how a prospect moves to a client in the...
Essential Insurance Prospecting Software for Your Agency
You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle. Often, these same struggling owners aren’t investing in insurance prospecting software....
Top 5 Essential Insurance Tech for Customer Self-Service
Customer service is getting speedier and more personalized across industries. From banks to grocery stores, people expect to get their needs met almost immediately. An Aspect Software report found 73% of customers want to solve their product or service issues on their...
How to Get Insurance Clients: Making Your Service Stand Out
There are two significant factors consumers take into account when deciding where to bring their business: price and customer support. In fact, American Express found 90% of Americans surveyed consider customer service in their purchasing decisions. However, people...
6 Insurance Challenges and the Best Agency Management System Capabilities to Combat Them
Growing any business can be difficult, but it’s been especially tough for the insurance industry of late. Studies show the insurance sector’s growth rate is slowing, moving from 12.5% in 2006 to a predicted 3% to 5% seven years later. With such a significant growth...
Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents
When it comes to accounting, many agency owners want to throw up their hands. From accounting software to best practices for managing your book of business, it seems the world of insurance accounting is simultaneously critical and complex. It doesn’t have to be this...