Blog
The Insurance CRM –The Top 6 Reasons You Need it to Stay Relevant in the Market
As we adjust to the restrictions in place to slow the spread of the global COVID-19 (novel coronavirus) pandemic, we offer solutions for insurance agencies to mitigate loss and keep their community safe. Many independent agencies grew out of sheer grit and...
Digital Insurance Tools and Tips for Disaster Contingency
Disasters, by nature, are unexpected. We hope one never hits, but must be prepared once it does. The recent coronavirus pandemic is evidence of the unexpected becoming real, and businesses across the world are learning how to cope. When it comes to planning for...
Must-Have Agency Software: Self-Service Portal
Client self-service portals are not just essential insurance agency software; they’re part of the global consumer-based business market. According to Microsoft, 90% of consumers worldwide expect organizations to offer a self-service portal. And a Zendesk survey showed...
Your Cost and Efficiency Saving Solution: A Paperless Insurance Office
A recent CompTIA press release showed almost 80% of U.S. companies are working towards a “less paper” office. We’ve been talking about the benefits of a paperless insurance office for years, but now the data is really starting to roll in. Advances in scanning and...
What’s Next in Insurtech? Top 5 Digital Insurance Tools
Insurtech, the phenomenon that followed the digital revolution, is the influx of technology into the insurance industry. Brought on by tech-based agencies and start-ups, insurtech brings a host of benefits for both agencies and customers. Though the thought of...
Digital Insurance Agency Marketing for the Local Agency
Big-name insurance companies have no problem getting their name in front of consumers. You already know their tag lines and spokespeople (or animals), and it may feel daunting to compete with these seeming giants. But, the digital revolution shrunk the gap in...
Why Partner Platform is the Independent Agency Insurance System
We at SIS are proud to serve agencies with our specialized independent agency insurance system, Partner Platform. Our decision to serve local, independent agencies was intentional and continues to be a defining factor in who we are today. Our Partner Platform system...
Top Agency Management System Customer Service Tools: Mobile App
Mobile apps are quickly becoming the latest “must-have” for top agency management systems. And it’s no surprise – mobile has taken over everywhere. Smartphone users check their mobile phones an average of 63 times a day. More than 60% of U.S. consumers prefer mobile...
Insurance Retention How-To: Retaining and Gaining Referrals
Insurance retention or renewals are likely the top goal for most agencies. Client retention and referrals are the dream. You can have both. With the right tools and a solid marketing plan, your agency can retain and gain a client base at a predictable, comfortable...
Top Insurance Prospecting Software for Referral, Retention, and Expansion
While many of the “old school” ways of insurance are still valued, the idea of passive prospecting no longer holds. To stay competitive, independence agencies need insurance prospecting software and a clear outreach plan. Here are some of the ways agencies can up...