Conversion Checklist, What to Ask, What to Expect

Conversion Checklist, What to Ask, What to Expect

Agency Management System Conversion Checklist

No one ever said choosing a new agency management system was easy, but the homework you do before you sign on the dotted line will go a long way to ensuring you make the right decision. You need to make sure you have the right system, the right partner, and (often overlooked) the right conversion process. A system or provider may have the capabilities and service levels your agency needs, but if your data doesn’t get there, you’re lost.

Let this eGuide serve as your checklist to ensure you’re getting all of the above. We’ll focus on questions that get at the potential provider’s transition plan, training, and data transfer and back up.

What’s Inside

  • Transition Planning
  • Transition Timeline
  • Data Processing
  • Backup and Storage
  • Training and Support

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Email Etiquette for the Independent Insurance Agent

Email Etiquette for the Independent Insurance Agent

Email Etiquette for the Independent Insurance Agent

Email is one of the fastest, easiest ways to communicate. With smartphones and constant access to the internet, email is available almost 24/7. However, the ease and familiarity of emailing can lead to poorly written, unprofessional communication when doing business. We tend to “speak” differently (read more relaxed) in our personal correspondence than in our business correspondence—it can be easy to forget who we are talking to and lapse into the vernacular when communicating with a client or prospect.

Professional environments and trusted agencies require quality written communication. In this eGuide, we’ll take you step by step through how to ensure your agency email correspondence is professional and well-organized. We’ll start with what to do before you write, and conclude with how to close an email in a professional manner. With these guidelines, you’ll be sure your agency is communicating in an efficient, effective way.

What You’ll Learn

  • Before You Start
  • Opening Lines
  • Constructing Your Email
  • Closing and Reviewing

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Harnessing the Power of Community

Harnessing the Power of Community

Harnessing the Power of Community Hero Image

In our daily lives, we engage in a variety of community environments. At work, at home, on vacation—wherever we may be, we can be engaging in and with a group. These communities may consist of our co-workers, neighbors, family, or another gathering of individuals with a common connection. These community environments are important in both our personal and professional spheres. By fostering community, we create and build relationships— a central part of success in business and life in general. For your independent insurance agency, harnessing the power of community is essential. Participation in community environments both in and around your agency leads to opportunities for connection and collaboration that ensures long term success. The true benefit of community comes of what YOU make of it. Your agency needs to recognize the benefits of your groups and foster relationships with them. In this eGuide, we’ll look at some ways your agency can build and engage in communities for a lasting impact on your business

What You’ll Learn

  • Benefits of Community
  • Identifying Local Communities
  • Steps for Local Engagement
  • Fostering Community in Your Agency

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Cyber Security and Data Protection

Cyber Security and Data Protection

A recent Insurance Business America article reported 80 percent of businesses will experience a data security breach within 12 months. A breach can cause a loss of data, identity theft, and potential lawsuits that can hurt the business, its clients, and employees. Like any company, your independent insurance agency is just as vulnerable to such risks, meaning you must take steps to prevent and minimize the effects of cyber threats. This eGuide explores the common cyber security threats and how to protect your business and customers. Throughout the guide, we’ll hear from some experienced agency owners about their cyber security concerns and how they keep their agencies and customers safe.

What You’ll Learn

  • Cyber Security Basics
  • Protecting Your Agency
  • First Steps
  • Protecting Your Customers
  • Staying Informed

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Natural Disaster Preparation and Keeping Your Agency Running: 5 Steps Every Agency Should Take

Natural Disaster Preparation and Keeping Your Agency Running: 5 Steps Every Agency Should Take

Natural Disaster Preperation

One of the most dangerous elements of disaster is not knowing when one will strike.

Should your agency face such an event, would you be prepared? There are many facets in disaster preparedness, including employee safety, data and infrastructure integrity, and ensuring your agency keeps running despite it all. Start making your agency ready now, before a disaster hits.

What You’ll Learn

  • Identify Specific Threats
  • Protect Your Staff
  • Secure Agency Data
  • Create a Contingency Plan
  • Test Your Readiness

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