Keeping Insurance Client E-Signatures Secure
Upholding client privacy and security has always been important for independent insurance agencies, and recent security breaches in other sectors have brought these issues to the forefront. This is especially true with e-signatures. Although e-signing provides great...
Strategic Insurance Software Announces Partnership with Risk Management Technologies
Strategic Insurance Software (SIS) and Risk Management Technologies (RMT) today announced a partnership for the benefit of SIS Partner XE agencies. This partnership will allow agencies using Partner XE to create interactive, web-based insurance proposals and coverage...
Following Up On Your Insurance Leads
From our last posts, you know how to gain leads and how to grow leads, but it’s all for naught if you don’t follow up. This is the missing link between bringing in potential clients and fostering a relationship. As with lead nurturing, lead follow-up can be a delicate...
Nurturing Insurance Agency Leads: Moving from Prospect to Client
Finding qualified leads takes time. Once you get them, you don’t want to lose them – you want to convert them to clients. The biggest mistake you can make is to push too hard. The second biggest mistake is giving up too quickly. Pushing too hard can push away a...
eGuide: How to Make Your Independent Agency Website A Great Sales and Service Resource
Your independent insurance agency’s website is your storefront to online insurance shoppers. If your “storefront” looks stale and dreary, you won’t have any customers. But, if you use your website right, it can be an excellent sales and service resources for you and...
Gaining Leads for Your Insurance Agency: The Digital Way
In our last post, we explored some of the more traditional means of lead generation within the insurance industry. Although these traditional methods are impactful, in order to diversify your efforts, your independent insurance agency should also employ newer, digital...
Gaining Leads for Your Insurance Agency: The Basics
Your independent insurance agency’s success lies in your client base and client service – gaining and keeping clients is what keeps you going. Although you may have a solid client base today, you know the fluid nature of the insurance business, and are always on the...
Know How You’re Doing: Make Your Independent Agency Website Measureable
After covering ways to make your site attractive, searchable and actionable, it’s time to think about whether or not the tactics you’re using are working. Your site, like your agency, is unique, and what works for others may not work for you and your client base. To...
Content for Your Clients: Make Your Website Actionable
In this third post on improving your independent insurance agency’s website, we focus on your site’s content. There is some content that is obvious to include, like your agency’s contact information and a description of your services, but just having the bare minimum...
Cracking the Productivity Code: Email Productivity eGuide
In many ways, email usage has become unavoidable in independent insurance agencies. It is the fastest, most efficient way to communicate, but with literally hundreds of emails coming in each day, email is now wasting our time and draining productivity. All is not...