Best Practices

How to Improve Your Agency Management System

As technology advances, so should your company’s agency management system. If you were to evaluate your company’s overall success, you would be drawn to the data stored within your agency management system to determine the real numbers. With that in mind, having the proper software implementations and digital resources available to retrieve and process data is essential. In this article, we will determine what a healthy agency management system looks like, how the proper evaluations, upgrades, and user interactions are vital, as well as the next steps that you can take to improve your agency management system now. Read more

April 9, 2021
Best Practices

How To Automate Submissions

The workflow of an insurance agent has been synonymous with its tedious as well as time consuming tasks. From repetitive processes in various markets to rekeying data, the overall flow of insurance submissions can be stressful. How can agent workflow be improved while maintaining efficiency? It’s simple – through automation! Read more

March 17, 2021
Best Practices

What is an Insurance Loss Run Report?

An Insurance Loss Run Report is a report on the claims history of a policy.

If you are an insurance agent, you know that Loss Runs are an important (yet painful) step in obtaining commercial insurance quotes for customers and prospects. A report on the claims history of a policy is a big factor in the underwriting process as it can impact the rates. Therefore, if you are going to quote, you need to obtain loss runs to include in your submission for a quote to carriers. It is as common of a process in commercial insurance as X-rays are to a dental appointment. Thriving agencies that are getting consistently new leads and requests for quotes are burdened by this the most. Read more

August 19, 2020

All Posts