Blog
Essential Independent Insurance Agency Tools
As Director of Product Management, I spend a lot of time talking with clients about their agency management system needs. One component that comes up over and over again is mobile access. Agency members see a mobile agency management system as critical to operations....
Your Go-To Holiday Gift: Integrated Systems
It’s that time of year again—holiday shopping, buying, and trying to find the best gift to show you care. It’s a tall order, but we may have the answer. For your agency staff, that is: adding integrated systems to your insurance agency management system. Integrated...
Finding a Partner You Can Trust
Choosing an agency management system can often feel like buying a home. It’s a big decision and will impact your life for years to come. The process can be overwhelming and time-consuming, making it one you don’t want to repeat. It doesn’t have to be this way. When...
Have You Talked to Your Carriers Lately?
Insurance downloads have amazing potential. But you may miss out on benefits if you’re not connecting with carriers. Find out how to stay up to date.
The Boost Your Insurance Agency Needs
Independent insurance agency members have a great resource readily available: each other. See how the Partner XE user community fosters this resource.
4 Things You Should Be Doing with Your Agency Management System
As the holiday shopping season approaches, we’re bombarded with ads for new gadgets that will “change your life.” These devices might deliver on that promise – but often they don’t. A new phone, updated tablet, or surround sound speaker system can end up feeling,...
Improving Insurance Agency Workflows: Common Questions
System updates improve insurance agency workflows, but can be a challenge to implement. See answers to three update implementation questions.
Integrated Insurance Agency Accounting
Integrated insurance agency accounting is the bacon of your business. Yes, this is a bold statement. But, hear us out: both are great on their own - and serve as a staple in your agency (or kitchen, respectively). Starting to see the similarities? Look at it this way:...
SIS and Insurors of Tennessee Host Regional Learning
A recap of the recent independent insurance agency workshop promoting efficiency-building, Partner XE best practices and community networking.
What’s in Your Agency’s Efficiency Toolbox?
Agencies are constantly looking for ways to build and improve efficiency. However, many fall short. Why? The answer lies in which tools agencies are using – or not using – to streamline processes. With so many out there, it can be hard to tell which are “worth it,”...