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 ...
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 yo ...
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 ...
Article 6 in a 6-part seriesAgency 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 AGENCY M ...
Article 5 in a 6-part seriesCustomer 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 clients and ...
Article 4 in a 6-part seriesClient Experience is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Client Experience?Client experience is anything that gives your clie ...
Article 3 in a 6-part seriesTeam Collaboration is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Team Collaboration?Technology to keep your team organized and prod ...
Article 2 in a 6-part series Marketing Automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What Is Marketing Automation? Generate qualified leads, craft personali ...
Article 1 in a 6-part seriesSales automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Sales Automation?Boost your sales by managing and utilizing relevant ...
In your office, do you send coworkers letters instead of emails? Do you hand-write invitations to meetings and deliver them to everyone’s desk? Do you post physical to-do lists on everyone’s office door? Then why would someone hand-write and mail paper ch ...
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