By not handling documents in the best way possible, many insurance agencies waste time, lose documents and even make themselves susceptible to fines for noncompliance. Learn how to avoid the three most common mistakes.
If your website isn’t set up to provide equal access for all visitors, you’re missing out on valuable customers and risking a lawsuit. Follow these four principles to provide an enjoyable experience for all.
If your agency needs to use an interpreter to communicate with a customer, do you know what you need to document about the exchange?
With open enrollment season upon us, employers should practice these three strategies to avoid the risks involved in offering employee benefit plans.
Baseball may seem like the same sport it was a hundred years ago, but the rise of data analytics has transformed the game. Learn why you should use the same tools to take your insurance game to the major leagues.
Prospecting determines whether an agency stagnates or succeeds. If you’re struggling to land meetings with prospects, dig into the problem with these four steps.
Is there a recommended follow-up policy that preserves workflow? If we have been following up with clients, are we stuck in that precedent forever?
Even agencies who have formalized programs struggle to raise awareness. Here are 10 digital marketing strategies to increase referrals for your business.
At this week’s Applied Net conference, one of the topics of conversation was about how greater connectivity is helping insurance agents provide more transparency to their insured, which helps build more trust.
What sets your agency apart from the competition? Is it having a well-known brand or product? Or is it being in the right place at the right time with the right message? The answer is neither. The primary competitive differentiator is a great consumer exp
