High Price Tech for Your Independent Insurance Agency
Staying up-to-date with the latest technology is important but, as we saw in our last post, can be expensive. As you assess your technology needs, it is helpful to keep in mind the high-cost items your agency needs - be aware of price range and budget accordingly. You...
Keeping Up with Tech, Keeping Down Your Costs
If you’re not using technology in your independent insurance agency, you’re behind. Technology doesn’t just mean a cell phone and laptop either. These are now essential parts of doing business. Tech must be integrated in all aspects of your agency – from sales, to...
Conversion Transition and Training: Does Your Provider Have What it Takes?
To round out our series of posts focused on system conversion and finding the best conversion provider, we look to the transition process itself. Providers may be vague in saying they will “make the transition smooth” or “provide training” to ensure you’re ready for...
Taking Charge of the Family Agency eGuide
For many independent insurance agencies, keeping it “all in the family” is more than just an expression, it’s a way of business. As family owned businesses, these agencies have strong values and a sense of community with clients and employees. However, when it comes...
Securing the Right Service Support for a Successful Conversion Experience
In this post, we continue our focus on ensuring a positive conversion experience for you and your independent insurance agency. As we look at the many facets of each agency management system provider, service and support stand out as critical pieces of the conversion...
Getting the Right Agency Management System Requirements for Successful Conversion
In our last post, we covered some “need to ask” questions for independent insurance agency owners looking to switch agency management system providers. These questions help lead agency owners to providers who will ensure that the most important process of system...
Achieving a Good Conversion Experience: Vetting Agency Management System Partners
There comes a time when changing your agency management system provider is the right decision for your agency. This may be driven by a change in business needs, adding more lines, new markets or other business drivers for competing more effectively and running your...
Grow Your Agency…And Keep Your Customers
As we mentioned in our last post, many independent insurance agencies are family run businesses, with ownership passed from one generation to the next. When the generational pass happens, many new owners are faced with a conundrum: how to gain new customers without...
Strategic Insurance Software (SIS) Announce Upcoming Partner XE Regional Learning Workshops in Utah and Massachusetts
Following the success of a well-attended regional workshop held in Louisville, Kentucky, Strategic Insurance Software (SIS) will host Partner XE learning workshops on January 28 in Salt Lake City, Utah and March 19 in Boston, Massachusetts. The workshops are designed...
Inheriting the Family Insurance Agency : The Dos and Don’ts
Many independent insurance agencies are not just small businesses, but family businesses, passed down from one generation to the next. Eventually the time comes when the next generation is ready to take over the business. No matter how involved you are in a business,...