General

Feature Spotlight: Cloud Backup

Feature Spotlight: Cloud Backup

As technology advances, data remains the most valuable asset of businesses worldwide. Companies rely on data to operate, and if something happens that makes them lose some or all their data, it can have devastating consequences. For this reason, many businesses,...

Feature Spotlight: Suspense

Feature Spotlight: Suspense

Suspense accounts feature commonly in accounting records in business sectors. They also feature in the insurance industry. These accounts provide temporary storage for transactions that require further investigation or clarification. Once the funds are classified,...

Investing in Talent – How To Do It Right

Investing in Talent – How To Do It Right

The insurance industry has undergone several transformations over the past few years, and it’s not over yet. As digital technology and customer expectations evolve, more insurance agencies realize the need to invest in the right talent to stay competitive. In 2023,...

7 Reasons To Avoid JenesisNow

7 Reasons To Avoid JenesisNow

You have probably heard it all by now. Promises of revolutionary tools and software that claim to make your life easier by automating your agency processes. Grand declarations that a specific management system is the last you will ever need to buy. You are probably...

Tracking Your Insurance Agency’s Performance

Tracking Your Insurance Agency’s Performance

Tracking the performance of your insurance agency is crucial for assessing growth and identifying ideas for improvement. It also allows you to make informed decisions to keep your business successful. The best way to track performance is to use key performance...

Cashing In on Renewals

Cashing In on Renewals

Making more money with renewals depends on your customer relationships. If you build long-lasting relationships, you will discover that renewals are an invaluable source of income. This is why it’s imperative that you don’t miss renewals as they come up. One of the...

7 Ways to Combat Rate Increases

7 Ways to Combat Rate Increases

No one likes it when insurance rates increase. Your clients are worried about how the higher rates will fit into their budgets. Meanwhile, you are concerned that they will look for another insurance agency that offers lower rates. But with the right strategies, you...