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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The Indie Agents Guide to The Coronavirus Relief Options

New Options Available For Your Insurance Agency   Most insurance agents and agencies could consider themselves small businesses. Thanks to the recent CARES act, signed into law by the President on Friday, March 27th, there are four new funding options available to small businesses. These are temporary but necessary programs established to support businesses affected by […]

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It’s Time To Build Your Brand Persona!

Building a Brand Persona – Why Not Now? It’s become a slow season for most businesses. This was unexpected, and probably not preferred, but there is a silver lining. During this period, you have the opportunity to sit and re-align on your company’s core values, and finally develop a persona that reflects them. Don’t think […]

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Your Time is Valuable: Maximize Growth and Boost Profits for your Independent Agency

Understanding The Opportunity Cost Across Your Agency As an independent agent, your time can be rather divided. Between processing claims, building new business and nurturing your current clientele – there is little time to grow..  How are you spending your time? When hiring support staff isn’t an option, you might have to buckle down and […]

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