Blog
Seven Steps for Insurance Prospecting: Software and Processes
Ever feel like the once critical phone call is now irrelevant? You’re not alone. The rise of data-driven prospecting and digital outreach sparked this rumor that phone prospecting is dead.
Yet, successful development teams still leverage the phone with insurance prospecting software for great results – in fact our Partner Platform agencies are emphasizing that a phone conversation is more important than ever. But how are they getting to that conversation?
No Business Too Small for Analytics: Get the Agency Software to Leverage Data in Three Steps
Data isn’t just for “big tech” and major corporations anymore. Tech advances made data and analytics accessible to everyone – including your agency. Modern agency software kept pace with the rise of big data, and successful agencies now leverage data for everything...
Insurance Prospecting Software and Tips: Growing Your Insurance Family with Referrals
If you think gaining insurance referrals is more effort than it's worth, you’re underestimating both the ease of gaining referrals and the impact of the payoff. Nielson found 84% of consumers trust recommendations or referrals over all other forms of marketing, and...
Becoming A Digital Insurance Agent: How to Do It and Why It Matters
Digital insurance matters. According to McKinsey & Company, agencies that “digitally transform stand to gain satisfied customers, lower operating costs, and achieve higher growth.” Going digital doesn’t mean moving all your operations to A.I. and forgoing a physical location; it simply means moving towards meeting customer needs, improving processes, and protecting your business.
Teaming Up for Our Virtual National Learning Event: What We Learned from Our SIS Partners
Last year, we began planning our 2020 Partner Platform National Learning Event. While we expected it to be different from our 2019 event, we never anticipated the COVID-19 global pandemic challenges. Yet, our innovative and adept team and SIS partners readily came together to form our first Virtual National Learning Event.
The Power of the Team: Top Agency Management System Training Tips
As Director of Client Services, I work with and for our independent insurance agency clients to provide the top agency management system tools and training. Our team has worked with agencies across the country, collaborating with teams of all sizes and experience...
The Power of Support Systems: How the Partner Platform Community Sustains Growth in Uncertain Times
On a global scale, 2020 has been extremely challenging. The crises of this year have impacted each of us at a personal level. Whether it’s the global COVID-19 coronavirus pandemic, an unstable economy, or divisive politics, we all had to sort our way through...
Making Your Agency Website Your Own with Partner Connect
How old is your agency website? Do you have a website at all? If your answers are anything besides “Not very” and “Yes!” then it’s time for you to get working on updating or creating an insurance agency website. And one that works. Close to 40% of individuals surveyed...
Finding Your Niche for Insurance Agency Marketing
It’s challenging to make a business stand out in any market. When it comes to insurance agency marketing, this can be particularly challenging due to the industry’s nature. How can you differentiate your agency when all agencies provide such similar services? While quality customer care, price, and ease of service are helpful, they can only so far.
Insurance Systems and Steps to Gain Leads
If you’re like most independent insurance agencies, you’ve got service down. Referrals are coming in thanks to your stellar performance, but it’s still not enough to keep your pipeline flowing. You need to invest in the right insurance systems and strategies to gain...