Technology

Work to evolve your business during this time of digital acceleration. Discover best practices to use technology to enhance service, increase efficiencies, drive sales and stay competitive.

See how we use technology to partner with agents.

Technology

Navigating the agency technology landscape

Investment in technology and digital transformation continues to be a top opportunity for many during this time of changing client expectations, AI and more. If you’re revisiting your technology strategy,...

Technology

Online customer service tips for insurance agents during the holidays

November 14, 2024

By automating responses, updating holiday hours, promoting self-service options, and demonstrating customer appreciation, agents can effectively manage client expectations and cultivate strong relationships during this busy period.

Technology

Webinar: Unlocking the power of data analytics in independent insurance agencies

November 7, 2024

In this webinar, attendees will learn how to leverage data for marketing, sales and client service to enhance their overall agency performance. The session covers practical strategies and real-world examples to help agencies make data-driven decisions that lead to improved client satisfaction.

Technology

Protect client data with these cybersecurity considerations

October 23, 2024

Insurance agencies involved in data breaches face significant and potentially irreversible consequences. Learn more about what’s at risk if proper precautions against cyberattacks are not in place and actionable steps for protection.

Technology

What is Business Email Compromise and How to Educate Your Clients

October 7, 2024

In addition to tricking companies into wiring money, criminals can also use BEC scams to get employees to divulge sensitive data, financial information, proprietary information and trade secrets.

Technology

Navigating technology: 7 steps for insurance agents to cross-sell

September 25, 2024

Cross-selling clients is a strategic move that benefits both parties. Leveraging technology can streamline this process. By employing data collection and analysis, personalized communication automation, risk assessment, digital quoting, proposal generation and e-signature collection, you can engage clients through an educational sales and relationship building journey.

Technology

How insurance agents can benefit from carrier downloads in their agency management systems

September 11, 2024

By automating policy updates to your agency’s system of record through carrier downloads, you can eliminate the need to go to various places for the latest policy information, all while servicing your insureds more efficiently and reducing your errors and omissions (E&O) exposure.