How to Get the Most Out of Your Agency Management System

How to Get the Most Out of Your Agency Management System

How to Get the Most Out of Your Agency Management System

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.

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Managing Technology Costs for Your Independent Insurance Agency

Managing Technology Costs for Your Independent Insurance Agency

Managing Technology Costs for Your Independent Insurance Agency

From mobile websites to efficient document signature software, technological advances can help an agency grow in leaps and bounds. But, just because something is new doesn’t mean it’s something your agency needs. In this eGuide, we’ll walk you through some of the need-to-have vs. want-to-have items, and how to make both fit in to your budget.

What’s Inside

  • The Essentials
  • Finding the Best Fit
  • Budgeting for Your Needs
  • Partnering Right

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Getting Your Agency Finances in Order

Getting Your Agency Finances in Order

Getting Your Agency Finances in Order

Accounting tracks the most important aspect of your agency: your cash flow. Knowing your income and expenditures means knowing the core of your agency. If you don’t have a handle on your accounting processes, it’s time to get a grip. This eGuide hits the high points of your accounting systems and provides ways to make your accounting process run more efficiently, and in turn help your agency run better. Whether you’re just starting out or are in need of a system re-vamp, this eGuide is designed to help you determine what your agency needs to keep up with finances.

What You’ll Learn

  • Tracking Your Cash Flow
  • Making a Change
  • Integrating Accounting
  • Calculating Commission

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Key Strategies for Hiring and Retaining Top Talent

Key Strategies for Hiring and Retaining Top Talent

Key Strategies for Hiring and Retaining Top Talent

The decision to change your current Agency Management System can be a challenging endeavor. Not only are you choosing software to run your business, you’re also choosing a company as a partner. Making the right decision has a long-term positive impact on business continuity. Depending on which system you choose, your agency management system will have the functionality to empower you to make critical business decisions by providing insight into all facets of your agency. It will also enhance customer service, streamline workflow, increase employee productivity, allow you to expand into new markets, provide financial visibility into your entire agency in addition to providing E&O protection and much more. There are currently more than 70 agency management systems on the market, all with varying levels of functionality, support, and pricing. Even in a best-case scenario, converting from one system to
another is an investment in the future that takes time and resources. For these reasons and more, taking the time up front to determine which system and vendor makes the most sense for your agency is very important.

What’s Inside

  • Introduction
  • Your Agency
  • Your Software Provider
  • Training & Service
  • Software / Hardware Requirements
  • Features / Workflow Requirements
  • Security
  • Scalability
  • Affordability

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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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