Latest from the Blog

ePayPolicy Partners with Novidea’s SMART Management System

AUSTIN, TX – June 9, 2020 –  ePayPolicy now integrates with Novidea’s SMART AMS. ePayPolicy will extend e-payment …

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Automating Your Agency Management

Article 6 in a 6-part series Agency Management is the last InsurTech category in our six-part series. …

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Automating Your Customer Support

Article 5 in a 6-part series Customer support automation is one of six primary categories we recommend independent …

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Automating the Client Experience

Article 4 in a 6-part series Client Experience is one of six primary categories we recommend independent …

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Automating Your Team Collaboration

Article 3 in a 6-part series Team Collaboration  is one of six primary categories we recommend independent …

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Automating Your Marketing & Branding

Article 2 in a 6-part series Marketing Automation is one of six primary categories we recommend independent …

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Automating Your Sales Process

Article 1 in a 6-part series Sales automation is one of six primary categories we recommend independent …

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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 …

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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. …

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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 …

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Your Time is Valuable: Maximize Growth and Boost Profits for your Independent Agency

Understanding The Opportunity Cost Across Your Agency As an independent agent, your time can be rather divided. …

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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 …

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