Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three reporting tools that will bring you to data wizard status. Start putting...
If you’re in the independent insurance marketing game, you’re on a budget. As a small business, you’re making every dollar count towards serving your customers and helping your agency grow. You simply can’t afford to invest in something that won’t pay off. So, when it...
Insurance agency accounting can be fraught with small mistakes that lead to huge headaches. With so many moving pieces in an agency, it can be difficult to keep track of the multiple pieces that make up accounting in an organization. Find out what you need to cure your ails.
Read why one Indiana agency changed agency management system providers after almost a decade.
Discover critical insurance industry resources and connect and collaborate with peers through these industry groups.
See the benefits of becoming a paperless insurance agency and first steps to rid yourself of paper.
When Denise Joy joined Elizabethtown, KY-based Bluegrass Insurance Services in 2012, she was excited to be part of a hard-working, fast-growing business. The Bluegrass motto “We’ll do anything” speaks to the level of service and personal attention found in this...
Remember those Febreeze commercials where people didn’t notice the smell in their homes and cars? They had gotten used to the unpleasant odor they lived with in these places but, when other people came by, it was obvious something stunk.
No matter the size or number of roles in an independent insurance agency, there is a common goal: gain and retain customers to grow business. Each piece in the well-oiled agency machine must be at peak operation to meet this goal. To help you do your best in your role, whatever it may be, we’ve compiled a list of insurance industry resources to get you and your agency to peak performance.
Owners, principals, accountants, and other agency staff need to extract and interpret data stored in their management system but are unsure how to get the information they need.