Keeping Agency Data Secure
This article, written by Kate Gluck and Paul Fuller of SIS and published by ACT, offers nine practical tips for agencies to follow to protect against data breaches, that can destroy an agency’s reputation and cost a lot of money to remedy. Some of the tips, like...
Take Your Agency Everywhere
Partner XE Mobile is here! Take advantage of early adopter discount. You asked. We listened. Last month we released the first-ever version of Partner XE Mobile. Agency members can now have even quicker access to their data while on the go. This read-only version is...
Starting the New Year off Right
Practical Resolutions – and tips on how to keep them. As we turn the corner into the New Year, everyone seems to be making a resolution of one sort or another. Some want to lose weight, others want to cut out sugar,quit smoking, exercise more, spend more time with the...
2012 Conference Recap
2012 Conference Recap Alex Deak | President + CEO The National Association of SIS Partner Agents (NASPA) Partner XE Today and Tomorrow conference held earlier this month was a great success. Many thanks to the NASPA board for helping to plan and organize this...
Growth Agencies Track Metrics
If we all had an infinite amount of money we could throw our marketing dollars to the wind – putting money into the fad of the moment or whatever happened to suit our fancy at the time. But if that were the case, would we really be working the business or would we be...
Be Diligent with Data Entry
Using automation technology to enhance your business Best Practice #4 – Be Diligent with Data Entry If you, or any of your coworkers, got hit by a bus tomorrow could business continue on without a hitch? If you use your agency management system correctly, are diligent...
Time Management
Why independent insurance agents need to “eat the frog” and other self-management tips As an independent insurance agent, do you ever feel like you’re on the hamster wheel? Do distracting email pop up messages, buzzing cell phones, random texts,tightly scheduled...
Real Time Case Study
More and more independent insurance agents are realizing the benefits of Real Time connections with carriers through their agency management systems. For one reason or another, however, others hesitate. Truth is, as long as your agency management system offers the...
Best Practices: File Naming
Using Automation Technology to its Fullest Best Practice #3 – Establish Documented Workflow Procedures & File Naming Conventions If you want to maximize productivity in your independent insurance agency, establishing documented workflows and file naming...
Best Practices: Go Paperless
Using Automation Technology to its Fullest Best Practice #2 – Go Paperless Go Green, improve workflow and empower a virtual workforce with digital document storage solutions tied to web-based insurance software. Follow these best practices for increased productivity,...