Blog
Change Management
As the weather starts to change, you may find yourself thinking about change within your independent insurance agency as well. Many management system contracts come up for renewal this time of year, and it’s important for you and your staff to take a good, hard look...
E & O Management Tools for the Independent Insurance Agency
Managing your agency’s E & O compliance is a crucial part of maintaining your agency’s reputation and legality, and something to which you should commit a great deal of time and effort. However, it can be difficult to keep track of all the details related to E...
Common Independent Insurance Agency E and O Mistakes…How to Avoid Them
In athletics, there is a mantra that “defense wins championships” – meaning one must always be prepared to stop the oncoming team in order to succeed. The same is true with your agency’s E&O avoidance procedures: it is better to be prepared to stop errors...
Accepting Change in Your Independent Insurance Agency
Letting go of how things used to be and accepting new realities can be trying. It is not surprising then, that when your agency upgrades or changes its management system you may experience some of the “pain of change”. There is a tendency to try and fit the new system...
Keeping Client Data Secure: Independent Insurance Agency Data Security eGuide
As an independent insurance agency, your number one priority is client care. You need to make sure your clients are getting the best service, at the best price, and ensure their personal information is safe in your hands. Our rapidly digitized world makes this final...
Successful Transition – Prepping Your Insurance Agency for a Management System Upgrade
In our last post, we focused on committing to upgrade your agency management system and choosing the best system for your agency. We now look at what to do once you’ve found “the one” and have pen in hand to sign. While you need to literally cross your t’s and dot...
Commit to Switch – Making the Decision to Update Your Insurance Agency Management System
Making any sort of change can be intimidating and scary, and changing your agency management system is no exception. Whether it’s a small system update or an overhaul, knowing you need a change is the first step. Your reasons may vary (improve efficiency, lower costs,...
Ready for a Change? : Updating Your Insurance Agency Management System
Change is in the air this time of year. School is beginning again, leaves are changing colors, and you likely have some key decisions to make within your agency. One of those decision may be considering a new agency management system. As this potential for change...
Top Mobile Safety Tips for Insurance Agencies On the Go
Mobile devices and “free” Wi-Fi at airports, coffee shops, and hotels have made doing business on-the-go easier and more effective. However, with the good must come the bad, and such on-the-go access comes with many potential security risks. As an independent...
Insurance Agency Password and Permissions Protection
One of the best and most effective ways to keep digital data secure is through using password and permissions protection. As mentioned in our previous post, it is important to store all client data in your agency management system or in an encrypted hard drive/folder,...