Blog
Digital Insurance Consumers and The Agency Experience
Almost 75% of the world’s internet users aged 16 to 64 buy something online each month. And, according to Forbes, more than half will make that purchase on a mobile device. Customer expectations and needs are evolving rapidly, and insurance executives are taking...
Top 6 Insurance Software Needs for Commercial Agency Success
If you’re a commercial insurance agency, chances are you need better insurance software. A recent Deloitte study found commercial insurance “has lagged (behind) personal lines development considerably” over the last years. Personal lines-heavy insurers seem to invest...
Gain Outreach Power: Marketing Automation and Your Insurance CRM
As customer expectations adapt in all industries, insurance is no exception. Customers seek a more personalized experience, based on rapid digitization. Companies are gathering information on client preferences and adjusting quickly to meet their needs. Yet, many...
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...