4 Steps to Better Insurance Customer Relationships
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and about customers can be a big factor in gaining and keeping business. These...
Three Ways Your CSRs Should Be Using Your Management System
Boosting Sales Means More than Selling When focusing on how to boost insurance sales, most agency owners look to agents as the key. “New customers and upsells are the answer,” they think. But, it’s just as (if not more) important to provide great service to customers...
That’s a Wrap! SIS President Reflects on Nine-State Regional Learnings Tour
As we head into summer, the Partner XE team is back in our Columbus headquarters wrapping up a nine-state Regional Learnings tour over the past few months. We’re grateful for the turnout and collaboration with the Partner XE User Community in Massachusetts,...
Finding the Perfect Agency Management System Fit
Danvers, MA-based Phil Richard Insurance was founded by Phil and his wife Patti in 1988. The independent, full-service agency is truly family-owned, with Phil as owner, Patti as CFO, and daughters Jacqui and Jordan also working for the agency. This first-generation...
5 Insurance Agency Accounting Blogs to Add to Your Summer Reading List
Summer is the perfect time for taking a break from the daily grind. Things slow down a bit and you’re able to get a little more space, breathe in some fresh air and start doing big thinking on how you can help your agency grow. One of the best things to do over these...
Who is Taking Over Your Insurance Agency?
Are you looking for the secret to a successful agency perpetuation? We’ve got it in three simple steps: Plan ahead Plan ahead Did we say plan ahead? As in…NOW! Whether you’re handing off or taking over an insurance agency, it’s never too soon to start thinking about...
How Are You Managing the Four Cs of Change?
Choosing an agency management system can be overwhelming. The thought of overhauling your workflows, teaching staff a new system, and transferring management system data is enough to make your head hurt. But, it doesn’t have to be this onerous. If you’re considering a...
2018 Tech Trends for the Independent Insurance Agency
Back in January, we were all about resolutions and looking to the year ahead. It was then that Insurance Journal took a look at the coming trends for 2018. Though those long, dark January days have finally come to an end, the predictions, specifically the...
5 Questions to Ask When Preparing for Perpetuation
Planning your insurance agency perpetuation may seem like an insurmountable task. But, when broken down into manageable pieces, it can be tackled like any major project. Throughout the years, we’ve created a number of resources to help owners map out their succession...
On the Road with the SIS Team
We’ve packed our bags and are ready to hit the road! This past month, Jake Thaxton, Manager of Client Services, and I headed east to start off our 20-city Partner XE Regional Learnings tour. We started off with sessions in Boston and Hartford, MA and Philadelphia,...