Automating Your Agency Management

Number 6 of 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 Agency Management? An insurance agency management system (AMS) organizes all aspects of your […]

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Automating Your Customer Support

Number 5 of 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 clients and prospects through virtual assistance, enhanced personal interaction and multi-channel communication. Why It’s Important to Use These […]

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Automating the Client Experience

Number 4 of a 6-part series Client 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 clients ease and comfort when doing business with you.  Why It’s Important to Use These […]

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Automating Your Team Collaboration

Number 3 of a 6-part series Team 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 productive, using tools that allow you to message, meet virtually, share projects, and more. It’s […]

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Automating Your Marketing & Branding

Number 2 of 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 personalized buying journeys, and interact with contacts from top to bottom of the funnel with powerful marketing tools […]

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Automating Your Sales Process

Number 1 of a 6-part series Sales 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 information on prospects, leads, and clients. Centralize information and streamline your workflow to increase […]

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How Much Are Paper Checks Costing Your Agency?

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 checks? How Much Are Checks Costing Your Insurance Agency?  In the digital age, people […]

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Paradiso Insurance, a Yardstick of Quality

The value of good marketing cannot be overstated. If your marketing plan isn’t working (or worse, if you have no marketing plan at all), your organization won’t last long. You can count on that. The Internet and social media have made marketing more accessible. But they’ve also created a massive cloud of competition and a […]

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Modern Mobility

“If it’s not broken, don’t fix it.” This is a common phrase people use to convey that if something works at least somewhat well, then leave it alone. It’s good enough. This is sound advice for some things, like if you have a perfectly good car but want a new one, just because. However, this […]

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InsurTech Takeover

Technology has the uncanny ability to influence and shape our lives. From the invention of paper in 105 AD to the unveiling of the first iPhone more than 10 years ago in 2007, great tech has the power to solve problems, altering the way we do things forever. This is especially true for the insurance […]

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