Maximize Your Business Sale: From LOI Through Retirement
You’ve spent years building more than a business. You’ve built a culture and a community, a place that created a livelihood and a career for you and your employees. Now…
12 Questions to Find Your Perfect Personal Lines Rater
Comparative rater technology is the basis for many agency management systems and is essential for an insurance agent’s everyday business. It takes potential customers’ information and provides quotes for various…
Four Steps to Choosing the Right InsurTech Partner
Building an InsurTech stack can be a daunting task for any independent agency. Whether you’re a one-person band or orchestrating offices across multiple states, your tech needs are unique—and you…
Power Up Your Insurtech: Build Your Very Own Modern RevOps Machine
Even though the insurance industry has been around a long time, that doesn’t mean it has kept up with the times. Moving forward, property and casualty agents must manage intensified…
Add Fuel to Your Agency Hiring Process
I never think about the performance of my car’s engine unless it doesn’t start. My husband, a boat builder, thinks a lot about engines. From the motors on his boats…
How to Get More Homeowner Clients Covered with Earthquake Insurance in California
California has the highest amount of property damage losses due to earthquakes in the U.S., so why do only a small percentage of homeowners in California purchase earthquake insurance? Most…
6 questions to ask when a technology platform you use is acquired
We’ve all been there before: you get a notice from a software platform that you love, saying it’s under new ownership. You might not think much of it at the…
Drive Word of Mouth Referrals on Nextdoor
How do you get news from your neighborhood? In the digital age, you’re probably connected to your neighbors and community online, perhaps through Facebook pages and groups, or other social…
Why Choose a Software Platform vs. Suite?
In the coming years, the best agency management systems may no longer characterize themselves as “systems” at all. At its inception, the agency management system was the primary—and likely only—software…
Why Insurance Companies Should Invest in No-Code Tools
Over the last two years, the insurance industry has been undergoing a major shift. The need for digital tools has skyrocketed as customers have grown to expect touchless experiences, and…