What are personas and why would my insurance agency need them? The fact is, buyer personas help you sell smarter by focusing your resources and messaging on attracting the clients you want. Buyer personas for your Insurance Agency are easy and inexpensive ...
Why You Should Hire an Independent Insurance Agency Consultant
Someone asks you what you do for a living. You answer:(a) I sell insurance. OR (b) I advise business owners on managing risk and protecting their assets. True, your agency does “sell” insurance, but behind every policy recommendation is your valuable kn ...
7 Ways to Speed Up Your Agency’s Receivables
We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your agency’s cash flow. Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up you ...
How Generation X Affects Your Insurance Agency
Generation X. You know them, even if you can’t picture them as easy as a ‘Baby Boomer’ or ‘Millennial.’ They are squeezed between those generations at home and in the workforce, and they are a massive market composed of business-owning, tech-using, money ...
Optimizing Your Agency Tech Stack For Your New Remote Workforce
There’s one lesson we’ll all take away from the coronavirus pandemic: remote work is here to stay. It’s a viable and even preferable way of conducting business. Why? Because it expands our productivity outside the physical office. Even with your agents a ...
Is Your Agency’s Customer Experience at Risk with Paper Payments?
It’s Friday at 4:00 and you just ordered takeout from your favorite restaurant. Ideally, the ordering process was quick and easy, because your payment information was already in the system. Now, imagine instead that the restaurant would not accept your cr ...
InsurTech Pioneers, ePayPolicy & Veruna, Ink Integration
AUSTIN, TX– June 16, 2020 – ePayPolicy and Veruna have entered into a vendor-partner agreement to add the digital payment processing capabilities of ePayPolicy to the Veruna AMR, the company’s open-platform agency management system (AMS).Both companies a ...
ePayPolicy Partners with Novidea’s SMART Management System
AUSTIN, TX – June 9, 2020 – ePayPolicy now integrates with Novidea’s SMART AMS. ePayPolicy will extend e-payment capabilities to users of the cloud-based, Salesforce-powered agency management system that leverages automation and AI to help age ...
Automating Your Agency Management
Article 6 in a 6-part series Agency Management is the last InsurTech category in our six-part series. We hope you have enjoyed learning about the strategies for investing in InsurTech and are getting ready to enter the 2020 InsurTech Award. What is Agenc ...
Automating Your Customer Support
Article 5 in a 6-part series Customer support automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What is Customer Support? Customer support tools engage cl ...