Gaining customers costs you, but retaining them pays off. Read how digital insurance agency marketing can help you connect with and keep your customers.
Keeping up with customer requests can seem like a never-ending task. But, there are tools out there to help the independent insurance agency minimize time spent and maximize customer service. We asked the experts at SIS to share some of the best tools for boosting agency efficiency. One of the top tools to come to mind: comparative raters.
As a company, we cannot evolve without our clients. Each client interactions is an opportunity to grow: to understanding expectations, market forces, and ultimately how we can best serve our partner agencies. Conversations with our support team, Regional Learning Events, Industry Events and workgroups all contribute to making Partner XE its most efficient.
Unisource Insurance and it’s 20+ employees have been a southern Wisconsin staple for close to 40 years. Founder Paul Brunner started out selling life insurance after hours and grew it to a full-time operation. As the agency continued to develop, Paul hired on his brother and other family members to keep up with expansion. When Paul’s daughter Andrea Nelson and her husband, Bob, took ownership of the family-run business, Andrea saw a new opportunity to grow: upgrading their agency management system.
The savvy small business is owner is always working to improve operations. Whether it’s boosting customer retention, reducing process time, or another small move that makes a big difference, the biggest hitch is coming up with that “new and improved” method. Where can you go to get inspired?
This past week, the Strategic Insurance Software (SIS) team and I headed east for two Partner XE Regional Learning events in Hartford, CT and Boston, MA. Both events were well attended by our Partner XE community members, some coming from hours away to participate.
Going through a management system conversion can be a trying time. Much is riding on your data’s safe arrival, and the process can be stressful. Unfortunately, some agencies overlook conversion history when seeking a new provider. For those agencies, once conversion starts they wonder if it’s all worth it.
“Cyber security” and “cloud storage” may seem like buzzwords, but both are more than just phrases – they are critical to agency operations and insurance data protection.
Data is your agency’s most valuable asset. Customer data, policy data, data on your gains and losses, and other critical pieces are the fuel on which your agency operates. You need to protect this data, and easily access it to keep your agency moving.
It took Matt Derrenberger and his agency, Ann Arbor Insurance Associates, three years to find their new agency management system provider. What took them so long? A determination to find the right fit.
We at SIS are proud to roll out our latest management system update with Partner XE 2017. We continue to challenge the status quo with this latest release, and the origin of each enhancement resonates that sentiment.