Blog
3 Tips to Improve Your Insurance Agency’s Customer Experience
What exactly is "customer experience?" Does it refer to the effect a business' sales process has on a customer? Does customer experience relate to how a customer feels about interacting with a specific brand? Customer experience (CX) is about all of that and more. It...
Switching Agency Management Systems – When Is the Right Time?
What would happen if your agency suddenly stopped operating or lost all customer data? It is a frightening prospect because it would negatively affect your agency and hundreds or thousands of customers. The scary part is that if you continue to work with an outdated...
Training Your Team for a New Insurance Management System
Getting a new insurance management system for your agency is more than buying a new software tool. An insurance management system typically comes with a short onboarding period and training. This is necessary to ensure all departments know how to use the software to...
Text Messaging for Insurance Agents: 4 Tips
When you think of text messaging, you probably picture texts between friends and family. But text messages don’t only play a role in communication between loved ones; it is one of the main communication channels between businesses and customers. The insurance industry...
Insurance Software: What Does Your Agency Need in 2024?
The insurance industry is like a living organism. It is constantly growing, evolving, and adapting to different circumstances. When insurance agencies do not keep up with these changes, they ‘die’ because their growth stalls. Agencies that go with the flow, so to...
Creating a Cohesive Digital Brand Strategy for Your Insurance Agency
If you ask any big corporation why they spend so much money on branding and marketing, they will probably all have the same answer: consistency and impact. A well-thought-out digital brand strategy creates a public perception of a business. And it is up to each...