Becoming A Winning Sales Team
Like putting together a championship team, growing sales is something every insurance agency owner wants, talks about, and works toward. But, comparatively few are adept at achieving and sustaining growth. How can you boost insurance sales and become that winning...
Maine Agency Reflects on the Power of Personalization
The Thayer family has been running Batchelder Brothers Insurance in Sanford, ME for more than 140 years and counting. With history like that, the family-run business has become a cornerstone in the small town. “Our agency is committed to showing the people in this...
Your Quick Go-To Guide to Paperless
You’ve read the reasons to become a paperless insurance agency. The time, money, and environmental savings are just the tip of the iceberg. Bottom line: a paperless agency serves customers better. Enacting the Right Agency Policies So, what are you waiting for? Ah,...
More than a Provider: Our Partnership Credo in Three Parts
Running a successful business requires a great team. And not just the people on the payroll. All members of your community – employees, business partners, service providers, and other connections – impact your efforts in some way. Choosing the right community members...
7 Agency Practices to Improve Client Retention
Many agencies make a mistake in their business planning. They focus solely on how to get new insurance clients. But, client retention is a core aspect of maintaining agency profitability and is essential for agency growth. As noted by Harvard Business Review,...
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...
Behind the Scenes: Partner XE Community Workgroups
At SIS, Partner is who we are, and Community is how we work. Our Partner XE Workgroups are a hallmark of that community. These groups provide critical feedback on Partner XE updates and help shape our Partner XE management system into the versatile, efficient tool our...
G.H. Dunn: Building an Agency Legacy
Mattapoisett, MA-based G.H. Dunn Insurance agency has been serving its local New England community for over 80 years. Longevity like that doesn’t happen overnight: three generations of Dunns have helped build the agency’s legacy. And now SIS and Partner XE are part of...
Who’s Taking Over?: Handing Off Your Independent Insurance Agency
When it comes to agency perpetuation planning, you’re likely somewhere between square one and planning your retirement party. Let’s hope, unlike some of 2016 Future One Agency Universe Study respondents, you’re closer to a beach house and a cold drink. The study found...