Blog
Time to Make a Move: How to Prep for Insurance Agency Management System Transition
If you describe your insurance agency management system as “fine,” you’ve got a problem. Something so central to your agency operations should be operating at a higher level than “okay.” If you’re patchworking numerous systems from accounting to doc sharing with your...
Connect with Community and Innovation: The Partner Platform 2020 National Learning Event
Community, learning, and innovation are core principles for the Partner Platform team. 2020 has provided many challenges and opportunities for our team to exhibit these principles. We’ve worked together to face the obstacles of social distancing and system...
Insurance Marketing Strategies to Make Sales 2020
As the way we do business changes, so, too, does the way we market. If you’re looking for ways to up your marketing, try these insurance marketing strategies to help your agency bring in business and grow your base 1. Establish your brand You can’t market something...
A Guide to Cybersecurity for the Digital Insurance Agency
In an increasingly mobile and connected world, your agency needs to respond by transforming to a digital insurance agency. Your employees, customers, and prospects are accessing more information digitally than ever before. Is your agency equipped to mitigate the risks...
Disaster Prep: Insurance Agency Software Systems to Help You Weather the Storm
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The unexpected and...
Texting as Insurance Software: Why You Need It and How to Do It Well
Connecting with customers is an essential part of the insurance business, and, these days, texting is a universal way of connecting with anyone. If you’re in the business of connecting, shouldn’t texting be part of your insurance software? The answer, of course, is...
Personal and Commercial: How Partner Platform Serves Both
Companies like Apple, Amazon, and Google are now some of the world's most recognizable names. Each serves customer needs in multiple sectors, yet they all started with a single focus. Apple made computers, Amazon sold books, and Google helped people find what they...
Top 7 Insurance Marketing Strategies to Gain Website Traffic
You’ve got a great staff, excellent service, and a customer retention record that would make any agency owner jealous. But you’re still not bringing in new customers. Why? For many, the answer is your website. You know your website is the new storefront and number one...
What the Global Pandemic Taught Us About Digital Insurance and the Industry
Industries worldwide have a lot to learn from the unprecedented global pandemic that first hit the U.S. in early Spring 2020. The virus's impact will be widespread, and the insurance industry has been hit just as hard as any other market. Below are a few findings that...
6 Steps to Make Insurance Agency Marketing Happen on a Budget
As an industry, and as a country, we’ve been through a lot in 2020 so far. As we start to take our finger off “pause” and begin to ramp up business again, there’s a lot to think about moving forward. For many, a large part of re-opening is a re-assessment of insurance...