Updates from the President
Anyone striving for success knows that learning does not stop when you leave the classroom. The same is true for you and your agency, especially when it comes to the capabilities of your agency’s management system. We believe it’s our job to provide you with frequent...
Partner Effectively and Get Involved With Your Agency Management System
Your agency management system is a lot of what makes your agency work – it holds all your client information, tracks your accounting, stores documents and provides prospect research all in one place. It’s an investment of your agency’s time and money, and you want to...
VoIP Phone Services Can Help Insurance Agencies Connect for Less
As conventional phones become less prominent in homes throughout the country, so too do traditional phone systems. Many are switching to VoIP ( Voice over Internet Protocol) phone systems that, true to their name, transmit calls via the internet. With VoIP, you can...
Mobile Apps for Your On-the-Go Independent Insurance Agency
It should be no surprise that many of the apps mentioned in our last post on electronic signatures boasted mobile capabilities to provide on-the-go access. More and more business is done on tablets or phones, and this is especially true with your potential and current...
E-Signatures Apps for Independent Insurance Agencies
As an insurance agency, you no doubt spend a good deal of time sending, signing and receiving contracts. This process can be surprisingly complicated, especially with deadlines, a lack of scanners or faxes, and recent changes to contract privacy and security...
Keeping Secure and Spam Free with Cloud Apps
E-mail is by far the fastest and easiest way to transfer information, but as its popularity has grown so have questions of its security. This is evidenced in the mass amount of spam found in inboxes each day and reports of e-mail hacking in small businesses and the...
What to Watch for When Upgrading Your Operating System
For better or worse (and usually a little of both!), technology is constantly changing. As you’ve read in our previous posts, such upgrades are affecting Windows users as Microsoft phases out support on its XP operating system. Hopefully by now we’ve convinced you to...
System Upgrade: Choosing a New Operating System for Your Agency
If you’ve read our last two posts, you’re well aware that Windows will soon stop support for its XP operating system, and those with XP should switch to a new system sooner rather than later. In this post, we’ll look at the different options you have, including those...
Strategic Insurance Software to Host Partner XE Regional Conference in March
Strategic Insurance Software (SIS) will host a one-day regional workshop in Boston, Massachusetts on Monday, March 10. Agency owners, office managers, and CSRs are invited to attend at 1100 Crown Colony Drive, Quincy, MA. Participant-driven discussion and valuable...
The Time is Now: Making the XP Switch for Independent Insurance Agents
Whether you’re ready or not, it’s coming: in April of this year, Windows will stop all support for its XP operating system, and your agency needs to be prepared by switching to an updated Windows. Although you might not feel the effects of the end of XP support right...