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 …
Automating Your Agency Management
Article 6 in a 6-part series Agency Management is the last InsurTech category in our six-part series. …
Automating Your Customer Support
Article 5 in a 6-part series Customer support automation is one of six primary categories we recommend independent …
Automating the Client Experience
Article 4 in a 6-part series Client Experience is one of six primary categories we recommend independent …
Automating Your Team Collaboration
Article 3 in a 6-part series Team Collaboration is one of six primary categories we recommend independent …
Automating Your Marketing & Branding
Article 2 in a 6-part series Marketing Automation is one of six primary categories we recommend independent …
Automating Your Sales Process
Article 1 in a 6-part series Sales automation is one of six primary categories we recommend independent …
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 …
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. …
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 …
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. …
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 …