Check out all the ways to utilize your system in our latest infographic, My Agency Management System Can Do That?!
Is it time to have “the talk”?
You know when it’s time to get out of a bad relationship. Things aren’t working, and you need to move on. You may be there with your agency management system. Fill out the form on the right to download our eGuide and find out if it’s time for you to have “the talk” with your provider.
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
It’s been said nearly every two seconds a new malicious URL is created for use in a cyber attack. Statistics like these should give pause, knowing your agency’s data is constantly vulnerable to such risks. In this guide, we’ll give you the tools and information you need to defend against cyber threats. We start with some of the most recent tactics, so you and your staff can be alert for suspicious happenings. Next, we look at how to inform and protect your clients and staff. Finally, we explore how to keep your data secure in the power of the cloud.
When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
Innovation is key to longevity in any industry, and the insurance industry is no different. Insurance revolves around people and relationships, making it an inherently dynamic field.
Digital insurance demands seem to change by the day to keep up with evolving customer and agency needs. That’s why we at Partner Platform partner with various tech partners to stay up to date with changing conditions. We as an organization can only be experts in so many areas, so we recognize the need to partner with outside specialists to fill our gaps.
We work with industry groups and tech companies to cover areas like digital document processing and cyber security, among others. Below are a few of our recent posts highlighting these valuable tech partnerships.
Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.
This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.
Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.