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

Transforming the insurance industry: Top technology trends and opportunities for 2024

To help navigate opportunities to enhance your technology strategy, review these helpful insights on trends impacting the insurance industry.

Technology

Navigating technology: Elevate the client experience

April 15, 2024

Explore how digital technology enhances client experience in insurance agencies. Dive into the three core features –integration, curation, and scalability – that drive the value of tech tools, impacting account retention and growth.

Technology

Video: Referral Programs, warm leads and higher conversion and retention rates

March 27, 2024

Customers who love doing business with your agency are a powerful source of referral leads with a built-in level of trust. Gain insights on influencing purchase decisions, transferred trust, higher conversion and retention rates, and how QR codes improve the referral UX.

Technology

Insurance referral program: your automated warm lead pipeline

March 21, 2024

Customers who love doing business with your agency are a powerful source of new leads. Read more about the benefits and best practices of an insurance referral program to generate cost-efficient leads.

Technology

Benefits of cloud-based and SaaS technology for insurance agents

March 20, 2024

Cloud-based technology provides on-demand access to computing resources through the internet, eliminating the need for physical infrastructure. SaaS delivers applications over the internet, eliminating the need for software installation and maintenance. Learn more about these technologies.

Technology

Navigating technology: Building client loyalty digitally

March 11, 2024

Building client loyalty in today's digital era is not just a nice-to-have, it's a must. As an independent agency, you’re selling policies, trust, security and peace of mind. The key to turning your clients into loyal advocates lies in the strategic use of assistive technologies. Let's explore how you can build and nurture client loyalty digitally.

Technology

2024 trends for data analytics for insurance

March 1, 2024

By harnessing the vast amounts of data available today and employing the right business intelligence solutions to make conclusions about that information, data analytics is useful to the insurance industry in every facet of its business.