News and Events

Portable computing devices mean productivity for insurers on the go. (Reprinted from Best's Review)

(From National Underwriter)
Get rid of the pain in the transaction and do the grunt work for clients, and they will focus on the benefits of doing business with you.

Left-Braining Means Better Results For Agency Owners In Tougher Environment (From National Underwriter)

Management reports improve efficiency and productivity if analyzed thoughtfully.

How not to use social media (Reprinted from The Standard)

Unleash the Power of Your Computer - How to Gain More Hours a Day
(Reprinted from Insurance Journal)

Cyber-Security Gaining Ground Among Insurers, But Gaps Remain For Many (From National Underwriter)

Simple Steps Can Help Agencies Take Giant Leaps With Technology (From National Underwriter)

Four Steps to Using Agency Technology for Target Marketing

Special Agent Can Now Convert Data from Other Agency Management Systems - Allow Seamless Transition When Switching

The agency management software marketplace offers a variety of options to fit the needs of different agencies. Agencies should periodically consider whether their needs have changed and if their current system is the best option for their agency.

When it comes to really learning our agency management systems, too often we're so busy doing the task in front of us that we don?t take time to see if there is a better or more efficient way to do our jobs. (From AgentAndBroker.com)

Mixing the Old and the New

External changes in the industry are forcing internal changes in Agencies in order to survive and thrive. Implementing any type of change in an Agency is not easy task.

Time. There is never enough of it, but by becoming efficient we can find more time in our day. This is something we all want, efficiency, but what does it mean, exactly? Yes, most agencies have an agency management system at this point, but using its full potential is another story.

Designing a marketing/growth plan for your agency can be accomplished in these 4 steps.