Blog
Engaging Your Agency in Local Community
Community engagement is an excellent way to help your independent insurance agency stand out from the crowd. When you show you know and care about your local community, you show yourself as a trustworthy organization. Additionally, a recent Entrepreneur Magazine...
What Community Means to Your Independent Insurance Agency
We engage with and live in a variety of community environments throughout our work and life. Our workplace, neighborhood, running group– these are all groups of people that form communities. When it comes to your independent insurance agency, the first community you...
Setting the Tone with Your Agency Emails
As we round out our series on email etiquette we conclude with an important, yet easy to forget, aspect of emailing: conveying tone. With face to face or phone conversations, tone can be interpreted through an individual’s voice inflection, but with email this is not...
New eGuide: Managing Technology Costs for Your Independent Insurance Agency
Technology is rapidly changing and updating, and your independent insurance agency needs to keep up. No longer does having a cell phone or laptop qualify for being up to date with tech. All aspects of your agency should be integrated with technology – from sales, to...
Email Efficiency – Getting to the Point with Your Agency Correspondence
Our latest blog series has focused on email etiquette, providing your agency with tips on keeping e-correspondence professional and effective. An area that many struggle with is keeping messages short and to the point. In this era of connectivity, we’re tempted to...
Writing the Right Email: Formatting Dos and Don’ts
Independent agents send dozens of emails a day. These messages range from personal correspondence to client communication. Why? Texting aside, email is the fastest and most efficient way to relay information. Because email is so prevalent – and because we tend to...
Email Etiquette Basics for Your Independent Insurance Agency
Email has quickly become one of the most efficient and effective ways to communicate with co-workers, clients, and business partners, making it almost second nature to many. However, the ease and familiarity of emailing can lead to poorly written, unprofessional...
Choosing the Best Tech Partner for Your Agency
When deciding on the best technology for your agency, you’re not just choosing a piece of hardware or software. Each time you choose a new piece of tech, your agency is making a commitment—large or small—to that technology provider. Some commitments may be a simple...
Making the Tech Choices – How to Choose the Right Tech for Your Agency
In our last posts, we focused on the technology you need to run your agency efficiently: the essentials and the most costly. Now we take a look at that looming question: how do you know if you’re getting the best? With so many options out there for any hardware or...
Conversion Checklist eGuide Released
Choosing a new agency management system can be an intimidating process. With so many options offering such different experiences, it’s easy to get overwhelmed and overlook some of the most important aspects. You need to do your homework to find the right system and...