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    • Become a Member
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      • Agency Matrix
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      • Socialeads
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      • Hiring & Development
      • SEO Services
      • Cross-selling Life Insurance
      • VoIP Telephone Systems
    • Consulting Services
      • Optimum Performance Solutions
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Read more about the article Is Your Insurance Agency’s Wi-Fi Secure?

Is Your Insurance Agency’s Wi-Fi Secure?

  • Post published:November 9, 2021
  • Post category:Insurance Agent Technology Issues

The world is becoming wireless! But with that are new risks. If you have business Wi-Fi but rarely update your malware, virus, and firewall software, you may be in for…

Continue ReadingIs Your Insurance Agency’s Wi-Fi Secure?
Read more about the article Reduce EPLI Claims by Adding Diversity, Equity, and Inclusion to Your Agency

Reduce EPLI Claims by Adding Diversity, Equity, and Inclusion to Your Agency

  • Post published:November 4, 2021
  • Post category:Human Resources for Insurance Agents

Everyone should feel comfortable to be their authentic self at work, whether it’s your employees, policyholders, vendors, or other visitors. But diversity, equity, and inclusion best practices do more than…

Continue ReadingReduce EPLI Claims by Adding Diversity, Equity, and Inclusion to Your Agency
Read more about the article Email Marketing Made Easy: Check Out These Six Apps

Email Marketing Made Easy: Check Out These Six Apps

  • Post published:November 2, 2021
  • Post category:Sales & Marketing for Insurance Agents

Even now, email is essential to digital marketing. Email marketing doesn’t create “spam.” It develops connections with your customers and helps maintain your online presence. Before you believe all email…

Continue ReadingEmail Marketing Made Easy: Check Out These Six Apps
Read more about the article New Year, New Agency Goals

New Year, New Agency Goals

  • Post published:October 28, 2021
  • Post category:Agency Management for Insurance Agents

New year, new you! It’s time to review your 2021 goals and consider setting 2022 goals for your agency. The importance of goal setting can’t be overstated. You’re much more…

Continue ReadingNew Year, New Agency Goals
Read more about the article Top 5 COVID-19 Marketing Tips for Small Businesses

Top 5 COVID-19 Marketing Tips for Small Businesses

  • Post published:October 26, 2021
  • Post category:COVID-19/Sales & Marketing for Insurance Agents

Everything about our world is different since the pandemic, including your COVID-19 marketing strategy. There is no going back to the way things were—changing conditions are the new normal. Businesses…

Continue ReadingTop 5 COVID-19 Marketing Tips for Small Businesses
Read more about the article How Can Artificial Intelligence (AI) Be Utilized in Insurance?

How Can Artificial Intelligence (AI) Be Utilized in Insurance?

  • Post published:October 21, 2021
  • Post category:Guest Post/Insurance Agent Technology Issues

The words “artificial intelligence” might bring to mind a futuristic scene where robots rule over society, but in fact artificial intelligence (AI) is already in play in our daily lives…

Continue ReadingHow Can Artificial Intelligence (AI) Be Utilized in Insurance?
Read more about the article 10 Procedural Mistakes Agencies Make That Cause E&O Claims

10 Procedural Mistakes Agencies Make That Cause E&O Claims

  • Post published:October 19, 2021
  • Post category:E&O for Insurance Agents

Agents have tons of things to do each day, and each one can be vitally important to your agency. These day-to-day tasks, like managing your customer’s data, cold calling prospects,…

Continue Reading10 Procedural Mistakes Agencies Make That Cause E&O Claims
Read more about the article Improve Customer Experiences by Combining Digitization And Personal Expertise

Improve Customer Experiences by Combining Digitization And Personal Expertise

  • Post published:October 14, 2021
  • Post category:Insurance Agent Technology Issues/Uncategorized

Tools and technology have always changed our world. From early humans learning to use tools to make hunting more efficient to steam-powered machines changing history during the 1800s, innovations have…

Continue ReadingImprove Customer Experiences by Combining Digitization And Personal Expertise
Read more about the article Avoiding Extinction—Leverage the Brain Power of Assessments

Avoiding Extinction—Leverage the Brain Power of Assessments

  • Post published:October 12, 2021
  • Post category:Guest Post/Human Resources for Insurance Agents

Final Jeopardy music swelled as the vehicles swiveled. On the screen at the front of the oversized room, the words, "This is the one source of energy that will never…

Continue ReadingAvoiding Extinction—Leverage the Brain Power of Assessments
Read more about the article Auto Exposures for Fleets and Families Can Be Mitigated by Agents

Auto Exposures for Fleets and Families Can Be Mitigated by Agents

  • Post published:October 9, 2021
  • Post category:Auto

Insurance agents are uniquely positioned to help their personal and commercial auto insurance customers learn to better manage their risks on the road. Something unexpected could happen anytime you get…

Continue ReadingAuto Exposures for Fleets and Families Can Be Mitigated by Agents
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Canopy Connect
Canopy Connect

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