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Setting and Achieving Goals for Your Independent Insurance Agency

Setting and Achieving Goals for Your Independent Insurance Agency

New Year, New Agency

There is a reason why so many people make resolutions before the start of a new year: a blank slate. The idea that you can start anew is liberating, and holds so much promise for success. You and your independent insurance agency can take advantage of this new beginning! In this eGuide we’ll explore the ways in which you and your agency can set and meet goals for this year (and beyond).

What’s Inside

  • Start New Habits
  • Set Goals
  • Mark Success
  • Reevaluate, Revise and Repeat!

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Adding Value to Your Agency with Commercial Lines Downloads

Adding Value to Your Agency with Commercial Lines Downloads

Commercial lines policy details download (CLDL) is on the rise, and for good reason! Streamlined, consistent client records and data tend to put a smile on the faces of carriers, agency staff, and clients alike. In this eGuide, you’ll learn all the facts on CLDL and how to implement it in your agency.

What’s Inside

  • Benefits of Commercial Lines Download (CLDL)
  • Recent Improvements
  • Steps to Success
  • Partnering Right

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How to Choose an Agency Management System

How to Choose an Agency Management System

How to Choose and Agency Management System

The decision to automate your agency or to change your current Agency Management System is a challenging endeavor—figuring out which one to choose, even more so.

Depending on which system you choose, your agency management system will have the functionality to be so much more than a simple database program that houses the names and contact information of your clients. It will empower you to make critical business decisions by providing visibility into all facets of your agency. It will also enhance customer service, streamline workflow and increase employee productivity 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, and 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.

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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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