Blog
Insurance Marketing Strategies
Independent Agents Share Their Insurance Marketing Strategies People like to talk about “growth” but growing is rarely easy. Especially growing an independent insurance agency. Retaining or expanding existing client relationships and developing new client...
Texting for Insurance Agencies
Texting for Insurance Agencies Communicating in the 21st Century and working in the clients' comfort zone. Because texting for insurance agencies is relatively new, concerns over E&O documentation, staff member responsiveness and accountability are holding some...
Customizing Reports
Agency to Agency... An Interview with Kirk Stubblefield Stubblefield Insurance Agency, LLC - www.stubblefieldinsurance.com Location: Abilene, Seymour and Olney, TX A few months ago, Kirk Stubblefield of Stubblefield Insurance Agency in Texas graciously agreed to do an...
Increase Independent Insurance Agency Profitability
3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters... 1.) Information, Information, Information Partner...
Protecting Data in a Mobile World
Benjamin Franklin once said that distrust and caution are the parents of security. While some might label this type of thinking as paranoid, in most situations a little caution never hurt anyone -- especially when it comes to insurance agents protecting the client...
Build a permanent email trail
Agency Management System Helps Mitigate E&O Risks Build a permanent email trail with Partner XE's Outlook Integration feature Email is great, right? It is faster, cheaper and more environmentally sustainable than snail mail, it doesn’t take up any space in a...
Data Security Tips
Protect Digital Files & Improve Data Security Steps an independent insurance agency can take to protect critical client data Moving deeper into the 21st Century, the power and speed of technology continues to be more and more awe inspiring. Things that weren’t...
Insurance Marketing Trends
Insurance Marketing Trends Survey results show agencies need to better coordinate and measure marketing efforts Last fall, Jason Hoeppner, an independent agency consultant with B.H. Burke & Co., conducted a survey of agencies, carriers and vendors on insurance...
Marketing with Partner XE
Agency to Agency... An interview with NASPA Board Member Steve Kramer, Kramer Insurance Agency, Langhorne, PA. Length of time on Partner XE: 1 year Question: How do you use Partner XE to market your business? CROSS-SELL You want multiple policies per client because...
Improving Business Processes
Love it or hate it, the internet economy and the “need it now” mentality that goes with it is likely here to stay. In this age of constant innovation and increasing technology, independent agencies that will prosper are those that will incorporate new technologies and...