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Essential Insurance Prospecting Software for Your Agency

Essential Insurance Prospecting Software for Your Agency

by Sarah Deak | Sep 12, 2019 | Marketing, Sales, Technology Trends

You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle. Often, these same struggling owners aren’t investing in insurance prospecting software....

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Top 5 Essential Insurance Tech for Customer Self-Service

Top 5 Essential Insurance Tech for Customer Self-Service

by Sarah Deak | Sep 5, 2019 | Technology Trends

Customer service is getting speedier and more personalized across industries. From banks to grocery stores, people expect to get their needs met almost immediately. An Aspect Software report found 73% of customers want to solve their product or service issues on their...

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How to Get Insurance Clients: Making Your Service Stand Out

How to Get Insurance Clients: Making Your Service Stand Out

by Luke Purnell | Aug 29, 2019 | Agency Operations, Marketing, Sales

There are two significant factors consumers take into account when deciding where to bring their business: price and customer support. In fact, American Express found 90% of Americans surveyed consider customer service in their purchasing decisions. However, people...

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6 Insurance Challenges and the Best Agency Management System Capabilities to Combat Them

6 Insurance Challenges and the Best Agency Management System Capabilities to Combat Them

by Sarah Deak | Aug 22, 2019 | Agency Operations

Growing any business can be difficult, but it’s been especially tough for the insurance industry of late. Studies show the insurance sector’s growth rate is slowing, moving from 12.5% in 2006 to a predicted 3% to 5% seven years later. With such a significant growth...

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Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents

Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents

by Sarah Deak | Aug 15, 2019 | Agency Accounting

When it comes to accounting, many agency owners want to throw up their hands. From accounting software to best practices for managing your book of business, it seems the world of insurance accounting is simultaneously critical and complex. It doesn’t have to be this...

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Are You in Line with These 2019 Digital Insurance Advances?

Are You in Line with These 2019 Digital Insurance Advances?

by Sarah Deak | Aug 8, 2019 | Technology Trends

We’re more than halfway through 2019, and as the days continue to get warmer, this year’s tech trends are heating up, too. We took a look back at some 2019 digital insurance trend predictions to see if they still hold up. What we found was many have moved from “up and...

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What Are You Worth?: Insurance Agency Support Tools and Steps for Perpetuation Prep

What Are You Worth?: Insurance Agency Support Tools and Steps for Perpetuation Prep

by Sarah Deak | Aug 1, 2019 | Perpetuation

Whether it’s year or decades off, you can be doing something right now to impact your agency’s perpetuation. Each day is an opportunity to increase your value, all you need is the right insurance agency support tools and methods. Essential Tools to Elevate Your...

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Boosting Insurance Retention through Cross-Selling

Boosting Insurance Retention through Cross-Selling

by Sarah Deak | Jul 25, 2019 | Marketing, Sales

Insurance retention is a critical piece of agency success. We all know the stats: it is far easier to keep a current customer than to search for a new one. Recent studies show it costs 5x more to hook a new customer than to keep an existing one. With stats like these,...

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Sunning Your Summer in Security

Sunning Your Summer in Security

by Alex Deak | Jul 18, 2019 | Agency Operations, Cyber Security, Technology Trends

Agency and insurance management system data security has always been a top priority for us at SIS. We built our Partner Platform agency management system suite with data safety and cybersecurity in mind, and it continues to be a topic we follow. This past May, agency...

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Read This Post or Lose Your Customers

Read This Post or Lose Your Customers

by Sarah Deak | Jul 11, 2019 | Agency Operations, Technology Trends

What makes quality customer service? Really, it’s not for you to say – it’s for your customers to define. Your customers have grown used to certain levels of service, and those expectations affect what they look for in their insurance agency support. And they’ll leave...

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