Staying Ahead: 6 Predictions for the Insurance Landscape in 2025

It’s no secret that every year the insurance industry ups the ante when it comes to innovation and customer experience. In fact, I’m sure you’ll ...
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Trust cost of paper check blog post

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

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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

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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

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Going Remote actions for your insurance agency to take right now-17

Going Remote? Actions For Your Insurance Agency to Take Right Now!

The foreseeable future includes social distancing, remote workforces, and grocery stores that feel apocalyptic. But it also provides the chance to build a stable business structure where your team feels prepared for productivity from anywhere.  As an organization who made the “work from home” transition seamless for our entire team,

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Selecting the Best Payment Processing Integration for Your Management System

When it comes to managing your agency bill payments, simplicity and affordability are essential. Some agencies (probably you!) need a payment solution that can integrate seamlessly with your existing management system to further streamline your accounting.Beyond integration, the digital payment processor you choose should meet two other requirements: easy to

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