Someone asks you what you do for a living. You answer:(a) I sell insurance. OR (b) I advise business owners on managing risk and protecting their assets. True, your agency does “sell” insurance, but behind every policy recommendation is your valuable knowledge and experience. Your clients rely on you for
We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your agency’s cash flow. Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up your payment collection and make sure
Generation X. You know them, even if you can’t picture them as easy as a ‘Baby Boomer’ or ‘Millennial.’ They are squeezed between those generations at home and in the workforce, and they are a massive market composed of business-owning, tech-using, money-making people with little time and careful trust. The
There’s one lesson we’ll all take away from the coronavirus pandemic: remote work is here to stay. It’s a viable and even preferable way of conducting business. Why? Because it expands our productivity outside the physical office. Even with your agents and staff engaging from home during this time, your
It’s Friday at 4:00 and you just ordered takeout from your favorite restaurant. Ideally, the ordering process was quick and easy, because your payment information was already in the system. Now, imagine instead that the restaurant would not accept your credit card and insisted you write a check. Chances are
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
Here are 11 reasons that over 10,000+ insurance organizations choose ePayPolicy.
