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
The new year is classically a time when independent agents, like yourself, look to the future. Goal setting is typically a part of the equation. Whether you call them New Year’s resolutions, career goals, strategic objectives, or anything else doesn’t matter; the purpose is the same. It’s all about identifying
I’ve never heard an insurance agency say, “We really need to slow down receivables.” Have you? Of course not. Your cash flow depends on prompt client payment. Ultimately, speeding up receivables hinges on changing client behavior. Today I’ll share five tips to get paid faster, and how ePayPolicy can help.
Today, the working from home (WFM) paradigm is undoubtedly here to stay. WFM became the new normal the moment COVID-19 entered our lives, and many independent agents in the insurance industry have since discovered its virtues. If you want to stay productive when you work from home long-term, you need
By now, your client base likely includes some young policyholders consisting of Millennials (ages 24–39) and possibly some older Gen Zers (ages 8–23). Millennials have already surpassed Baby Boomers as the largest generation, (72.1 million), with another 20 million Gen Z Americans right behind them. They are our future. Whether
With many companies moving to a hybrid remote workforce, Slack can be an excellent tool to keep up company communications. Here are 5 Slack channels that every workspace needs.
Why You Should Advertise on LinkedIn LinkedIn advertising is an exceptional opportunity that many agency owners overlook. Independent agents, like yourself, often use LinkedIn to showcase their expertise. The thing is, the platform can do so much more. By embracing LinkedIn advertising tools, you can connect with a broad audience
Virtual events in the insurance industry are popping up everywhere. They provide insurance agents, like yourself, the opportunity to receive timely advice, network with peers, and stay up to date with the industry’s newest trends and technologies, all with one added benefit: you can attend from anywhere. This means it’s
Take the right steps to protect your agency and embrace these 7 best practices around cybersecurity plus a bonus tip that every agency should implement today.
The term “payment environment” is used a lot these days. It describes consumer preferences and trends in paying for goods and services. Notice that the phrase contains the word “environment.” It’s not by accident: paper-based billing and payments seriously impact the physical and natural environment! We touched on these environmental
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