Prospecting 101 – Leveraging Your Agency Management System
Statistics don’t lie: speed and consistency are critical to success when it comes to prospecting for new business. InsideSales reported that an online lead is nine times more likely to convert if followed up on within five minutes. SalesForce cited that prospects need...
Leading Michigan Independent Agency Provides Real Insurance Solutions with Partner XE
Van Wyk Risk Solutions proudly offers creative insurance solutions to their customers. Read how Partner XE and SIS help them live out their mission.
Have You Optimized Your Agency’s Online Presence?
Whether it’s home furnishing or home insurance, consumers continue to choose online over other purchasing methods, making online visibility critical. And the number of online buyers is growing. A 2015 Statistica Study found the 205 million U.S. digital shoppers will...
SIS Completes 2016 Partner XE Insurance Software Update, Releases Outlook Plug-In Enhancements
Columbus, OH – Leading insurance software provider Strategic Insurance Software (SIS) today announced the completion of its Partner XE 2016 update, including additional enhancements to its Outlook Plug-In. Bryce Lee, Partner XE Product Manager, said of the release,...
Linking Insurance Agency Accounting and Commission Downloads
Most well-run independent insurance agencies eventually fall into the “routine trap.” This is the phenomenon of sticking to established systems and processes, experiencing some success – but missing out on growth. Other names for this condition are the “that’s the way...
Simplify Insurance Agency Accounting with Integrated Accounting
Insurance agency accounting may not be at the top of your mind. But it’s still taking up your time - 40% of small business owners in 2015 spent 80+ hours a year managing accounting tasks. Is your agency accounting giving you a migraine or at least a mild headache?...
Survey Reveals Independent Insurance Agency Perpetuation Trends
SIS recently conducted a perpetuation survey to investigate the process and practices of buying and selling agencies. The results of this survey provided insights on independent insurance agency perpetuation, including: Average perpetuation timeline Most popular...
Millennials in Your Agency: Recruiting and Retaining Young Talent
Preparing for and looking to the future is an important part of insurance agency management. But, the future may be here faster than you think. Recent estimates predict property and casualty agencies will need to fill nearly 400,000 positions by 2020. Independent...
Have “The Talk” – Signs Its Time to Leave Your Agency Management System [eGuide]
You know when a relationship just isn’t working. You’re miserable. They’re not listening. It’s time to confront the problems or move on. An agency’s relationship with their management system is no different. Our latest eGuide It’s Not Me, It’s You: Signs It’s Time to...
Digital Marketing on a Budget Whitepaper Now Available
A recent SIS survey revealed 54% of agencies are “neutral” on how they view their marketing success. “Some days we see results, some days we don’t. Overall, we’re unsure of our success,” many reported. This kind of vagueness is unsettling—how can an agency improve its...