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 ...
Automating the Client Experience
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 ...
Automating Your Team Collaboration
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 ...
Automating Your Marketing & Branding
Article 2 in a 6-part seriesMarketing 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 ...
Automating Your Sales Process
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 ...
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 ch ...
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 avai ...
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 v ...
