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5 Habits to Unleash the Power of Your Agency Management System Database

5 Habits to Unleash the Power of Your Agency Management System Database

5 Habits to Unleash the Power of Your Agency Management System Database

How a clean database and insurance CRM are all you need for sustained growth

The insurance industry is becoming increasingly competitive, and independent agencies are feeling the pressure to gain and retain business. Data and technology are the tools agencies need to stand out. With a quality management system database and insurance CRM, you can identify and target quality leads, serving your community for years to come.  

The Data Problems Agencies Face

  • Relying on old management system data, chasing dead-end leads, and wasting time and money
    • More than 90% of data is predicted to be incomplete, old, or duplicated each year1
  • Chasing leads that don’t fit the agency’s ideal customer, losing out on valuable retention and referrals
    • 68% of new customers come from current customer referrals2
  • Replying to customer and prospect needs too slowly
    • One survey found almost 50% of customers expected a response within four hours or less3
  • Missing opportunities to provide personalized service and outreach
    • 88% of insurance customers say they want more personalization from their agency4

The Five Habits Your Agency Needs

  1. AUDIT your data regularly, updating old information and removing duplicates
  2. SET UP SYSTEMS for data entry, including defining which fields to use and who manages data entry
  3. HONE REPORTING to make it easier to see patterns in customer behavior
  4. DEFINE YOUR IDEAL CUSTOMER based on your reporting and target outreach to your ideal group
  5. INTEGRATE SYSTEMS to decrease data duplication, improve data quantity, and automate data entry and reporting

Start putting these habits into practice with a modern, integrated agency management system and insurance CRM with robust reporting features: the Partner Platform Agency Management System Suite. Let one system and dedicated team bring your agency from catching up to getting ahead.

Get in touch at sales@sisware.com or 800.747.7005, Option 6.

Sources:
1 https://findstack.com/crm-statistics/
2 https://www.semrush.com/blog/customer-retention-stats/
3 https://www.superoffice.com/blog/response-times/
4 https://insuranceblog.accenture.com/customers-experience-demands-illustrate-the-importance-of-insurers-going-digital-now

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Independent Insurance Marketing – 8 Steps to Bolster Your Agency’s Digital Footprint

Independent Insurance Marketing – 8 Steps to Bolster Your Agency’s Digital Footprint

Independent Insurance Marketing – 8 Steps to Bolster Your Agency’s Digital Footprint

Agency growth requires a solid insurance marketing plan. A critical element of that plan is your independent insurance agency’s online presence, known as your “digital footprint.” This guide maps out eight steps for taking control of your footprint and using it to boost your agency’s digital persona.

What You’ll Learn

  • What makes up your agency’s digital footprint
  • How to assess your online presence
  • Why SEO is important and how to harness it
  • Where to focus your online efforts

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Digital Marketing on a Budget: Content Marketing for Your Independent Insurance Agency

Digital Marketing on a Budget: Content Marketing for Your Independent Insurance Agency

Digital Marketing on a Budget: Content Marketing for Your Independent Insurance Agency
A recent SIS survey revealed 54% of agencies are “neutral” on how they view their insurance marketing success. With limited funding and performance uncertainty, it’s no wonder over half identified insurance marketing investment as a big question mark for their business.

With this whitepaper, agencies without a lot of marketing background can conquer the learning curve. It highlights the tools, strategy, execution, and measurement needed for a successful, measureable ongoing effort

In this whitepaper, you’ll learn

  • The tools needed for a successful insurance marketing strategy
  • How to create a content marketing plan
  • The importance of the buyer persona
  • And more marketing methods for continual success

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Effective Insurance Marketing on a Limited Budget

Effective Insurance Marketing on a Limited Budget

Marketing Limited Budget 2016

Did you know that your target customers must hear your marketing message at least seven times to influence a buying decision? The best marketing programs provide high volume exposure and repeat touches in the market. This poses slight problem for the big insurance giants who appear to have unlimited funds. For the independent insurance agent, however, it requires careful planning and creative thinking. Unfortunately, many independent agencies, strapped for time and resources, focus on having prime office space, state–of–the–art computer equipment, and expensive office furnishings, but neglect to allocate the funds necessary to market their agency. In fact, when push comes to shove, the marketing budget is often the one that gets cut. It is important to note, however, that you don’t need to break the bank in order to effectively market your agency. The fundamental secret to creating a high–impact marketing plan on a limited budget is to optimize what you have and focus on capturing the customers that will provide a return on your investment.

This eGuide will focus on five key ways independent insurance agents can generate positive exposure for their agency, gain a stronger digital presence and leverage the tools already at their disposal.

What’s Inside

  • Intro
  • Chapter 1: Get People Talking
  • Chapter 2: Make the Most of Social Media
  • Chapter 3: Jump on the “Local Search” Bandwagon
  • Chapter 4: Put Your Website to Work for You
  • Chapter 5: Mine Your Agency Management System

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How to Make Your Independent Agency Website A Great Sales and Service Resource

How to Make Your Independent Agency Website A Great Sales and Service Resource

How to Make Your Independent Agency Website A Great Sales and Service Resource Hero

A website is a beautiful thing. It is the storefront to your online clients and prospects, and it can do a lot for your independent insurance agency. Through your website, you can easily connect with clients to answer questions and concerns, bolstering your customer service. You can also provide easy online tools, like change requests, claim filing and printable certificates of insurance, to make it easier for you and your clients to get work done. Besides serving as a great service resource for clients, your website is also an effective sales tool. Your agency’s website can be used to capture new leads through online quote requests, and effectively communicate your agency’s commitment to serving your clients’ needs through blog posts and testimonials.

What’s Inside

  • What Your Website Can Do
  • Make It Attractive
  • Make It Findable
  • Make It Actionable
  • Make it Educational
  • Know How You’re Doing

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