In today’s increasingly digital world, independent insurance agents must go beyond phone calls and paper brochures to stay connected with clients. Leveraging digital tools like social media, email, SMS marketing, and webpage chatbots can help independent insurance agents improve the customer experience. Technology enhances communication in the insurance industry by
Dick Gufstason founded Dickson Insurance in Mesa, Arizona in 1995. Today it is run by Dick’s sons Simon and Jake, who took the reins in 2010. Jake started with the agency in 1998, specializing in trucking insurance. He then branched out, now also selling personal lines and managing the agency’s
ePayPolicy offers two features that make payment a “set it, and forget it” proposition for those paying you. We get a lot of questions about the difference between AutoPay and Recurring Payments. Here’s a quick overview to take the mystery out of these convenient features: Recurring Payments Recurring payments are
Strategic Insurance Services (SIS) is a woman-owned agency specializing in industry-specific insurance and hard to place risk. Based in Denver, SIS is licensed in 18 states. Broker/owner Stephanie Beninati says she’s been trying to implement processes and technology “from day one.” But finding solutions for SIS hasn’t been easy. “We
As an independent agent, you’re always on the hunt for new leads. But lead generation can be surprisingly tricky. Many of the classic techniques are a bit tired. They won’t help your small insurance agency stand out from the competition, causing you to miss out on potential new clients. Luckily,
Today, technology is at the heart of nearly every insurance agency. Independent agents rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently. While your current technology may have served you well in the past, new advances emerge
Here are 11 reasons that over 10,000+ insurance organizations choose ePayPolicy.
