Case Study: How Top 100 Brokers and MGA’s Share Their Accounting Secrets

We recently sat down with experts from across the insurance industry—including Top 100 Brokers and MGA’s— to talk accounting automation. Read on for a peek ...
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Putting Community First! with Mobile Loaves & Fishes

We had the privilege and opportunity for our entire office to volunteer at Community First! Village. A staple of Mobile Loaves and Fishes, this planned community on 51 acres provides affordable and permanent housing for the disabled, chronically homeless in Central Texas. Chronic homelessness is considered anyone who has been

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The Future Generation Of FinTech

We had the pleasure of working with a group of students from the McCombs School of Business at the University of Texas during their recent fall semester as part of their Financial Technology (FinTech) Practicum Course. The undergraduate students were provided with a hands-on learning opportunity working with local Fintech

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Going Beyond The Terms and Services For Your Clients

Your Clients Mean the World to You and Your Agency, Be Sure They Know It! As we approach the holiday season take the time to identify your key clients and reach out to them with a handwritten note, letting them know how much you value their business and relationship. Taking

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OIA Endorses ePayPolicy for Digital Payment Processing

We Welcome Ohio to Our Endorsers List  AUSTIN, Texas, November 21, 2019  –Ohio Insurance Agents (OIA) has named ePayPolicy as its electronic payment processor partner. The partnership offers OIA members a special signup offer on ePayPolicy services, which enable them to improve their customer experience by accepting credit card and ACH

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The Real Value Of An Instagram Like For Your Agency

If No One Can See My Likes… Does My Content Really Count? Last week Instagram announced that they would be getting rid of the “likes” feature on the app for users in the U.S, in other words no one will be able to see how many likes your posts get.

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Jumping on the Agency Re-branding Bandwagon?

When Should You Rebrand Your Agency?  Social networking giant, Facebook, unveiled a new logo on Monday that is meant to distinguish the parent company, Facebook, from the companies they own, Facebook, Instagram, WhatsApp and more. The new logo is a GIF that shows the word “Facebook” displaying in different colors

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