Cloud Apps to Improve Insurance Agency Efficiency

Cloud Apps to Improve Insurance Agency Efficiency

Cloud Apps to Improve Insurance Agency Efficiency

The cloud had its time as the wave of the future, but now the future is here. Cloud based applications are the new norm; allowing successful agencies to be more flexible in their workspace, offering greater data security and keeping up with ever increasing bandwidth needs. The cloud isn’t limited to online data backups or document sharing either. More and more daily business operations are moving to cloud based systems.

This eGuide will focus on how cloud apps can boost your agency’s efficiency. We’ll also take a look at some of the most popular apps—giving insight into their capabilities so you can tell which best fit your agency’s needs. With so many apps out there, we need two eGuides to fit them all in, so stay tuned for Cloud Apps Part II, which will be published in the coming months.

What’s Inside

  • Intro: Improving Agency Communication through the Cloud
  • Step 1: Upgrade and Save on Phone Service
  • Step 2: Keep Your Inbox Safe and Spam–Free
  • Step 3: Make Client Communication Easy and Secure
  • Step 4: Take Everything You Need On–the–Go

Let’s Connect

Improving Agency Communications

Improving Agency Communications

Improving Agency Communications Hero

There are hundreds of cloud apps out there that can help your agency communicate better— but taking on all these apps at once may cause information overload. We’ve broken down the process of integrating these applications into your agency so you can take things one step at a time. By following this path to better communication, you’ll find your agency can communicate better, and at a much lower cost than you might think. In part one of our cloud apps eGuide, we looked at ways your agency can improve its everyday tasks using cloud applications. In part two, we’ll focus on your agency’s communication methods, helping you access, gather and share information faster and more effectively.

What’s Inside

  • Intro: Improving Agency Communication through the Cloud
  • Step 1: Upgrade and Save on Phone Service
  • Step 2: Keep Your Inbox Safe and Spam–Free
  • Step 3: Make Client Communication Easy and Secure
  • Step 4: Take Everything You Need On–the–Go

Let's Connect

Cracking the Productivity Code

Cracking the Productivity Code

Cracking the Productivity Code Hero

When email became standard in the workforce in the early 1990s, inboxes received a modest amount of traffic. That is rarely the case anymore. With literally hundreds of emails coming in each day, email is now wasting our time and draining productivity. But, all is not lost! Just by integrating some simple habits, you can keep your inbox clean and your staff on task. In this eGuide we’ll look at how you can bring email back to its efficient and effective roots. We’ll explore daily habits to increase your productivity, how to protect your inbox from unwanted messages and how you can use Outlook to speed up your agency’s processes, to bring your independent insurance agency to a new level of getting it done.

What You’ll Learn

  • Practices to Get Your Time Back: The Facts and How to Beat Them
  • Ways to Keep Your Inbox Safe
  • Habits to Increase Email Productivity
  • Means for Increased Productivity in Outlook

Let's Connect

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

Let's Connect

Data Security for the Independent Insurance Agency

Data Security for the Independent Insurance Agency

Data Security for the Independent Insurance Agency

Easy online access from wireless hot spots and mobile devices has given us the ability to send and receive more and more information, increasing our communication and exposing us to potential data threats. Independent insurance providers must be aware of these risks, and take every precaution to ensure client data security. Legislation is in place to protect consumers, and insurance providers should be aware of, and follow, these regulations. In this eGuide, we’ll hit on the major legislation regarding data security for insurance agencies, and provide tips and tools to help keep your agency compliant and your clients protected.

What’s Inside

  • E–Signature Security
  • Passwords and Permission Protection
  • Cloud Data Safety
  • Mobile Data Safeguards

Let's Connect