Workflow Hacks for Better Time Management

Most industry professionals have developed a daily routine to complete their work tasks in the most effective manner. Typically, once these routines are implemented, they are never re-evaluated for improvement as business evolves. This article will highlight ways to enhance…

Digital Distribution – Cover More Ground

Are you an MGA or wholesaler with a desire to strengthen your distribution channel? Or maybe you are exhausted from doing business the same old way and want to tap into a higher level of success with a better way…

How to Use Data for Improved Customer Experience

Businesses often use the information collected from surveys, feedback forms, or even follow-up calls to determine what is necessary to improve their customer experience. In the insurance industry, our most effective method to improve customer experiences depends heavily on the…

Insurance Technology – Are You Investing Wisely?

Insurance technology is now evolving at a faster pace than most industry professionals are accustomed to. However, with change being inevitable, the question that arises is, “Are you investing wisely in your business?” In this article, we will discuss the…

How Catering to Agents Can Maximize Success

Just as a chef makes the restaurant world revolve alongside other kitchen staff – agents make the insurance industry revolve alongside MGAs, carriers, and wholesalers. If the other entities of a restaurant do not communicate with the chef, the flow…

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…

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…

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…