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Technology

    BEFORE THE BOTS, DE-CLUTTER YOUR SOPS

BEFORE THE BOTS, DE-CLUTTER YOUR SOPS

TECHNOLOGY BEFORE THE BOTS, DE-CLUTTER YOUR SOPS Adding automation to inefficient processes wastes resources By Violet Xu Whether or not your life has been transformed by the Netflix series Tidying Up with Marie Kondo, we can all appreciate Kondo’s message: The Japanese guru of minimalism teaches that unnecessary, unwanted things can hold you back, and when you clear the excess away, your prized possessions—those that “spark joy,” as she famously

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    IMPLEMENTING AI AT YOUR AGENCY

IMPLEMENTING AI AT YOUR AGENCY

IMPLEMENTING AI AT YOUR AGENCY Four simple solutions that will have a huge impact for your firm By Todd Sorrel We admit it: At ePayPolicy, we’re huge fans of insurtech. We believe in the power of technology to make insurance agencies more efficient, more effective and ultimately more successful. It’s likely that you are already using an agency management system. That is a huge first step. But what else could

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    SEO MADE SIMPLE

SEO MADE SIMPLE

Blasted Myths By Carl Maerz SEO MADE SIMPLE There’s more to being discovered online than you might realize Search engine optimization (SEO) is the strategy of ensuring your business gets listed before others on Google. Most insurance agents know that. They also understand that improving SEO will get them more leads online. And while some agents spend time getting into the weeds of SEO, most look for SEO experts or

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    A REBIRTH IN AGENCY OPERATIONS

A REBIRTH IN AGENCY OPERATIONS

TECHNOLOGY A REBIRTH IN AGENCY OPERATIONS Broker Buddha platform automates monotonous administrative work By Christopher W. Cook As I write this in the middle of the afternoon, I ask myself, “Am I awake?” After my thermos of coffee, maybe. Wouldn’t it be nice to avoid that “afternoon feeling” and always be awake at the workplace? As one of the world’s major religions, Buddhism encompasses a variety of traditions and beliefs.

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    SALES AUTOMATION EQUALS GREATER CLIENT ATTENTION AND CARE

SALES AUTOMATION EQUALS GREATER CLIENT ATTENTION AND CARE

TechKnowFile By Katherine M. Bova SALES AUTOMATION EQUALS GREATER CLIENT ATTENTION AND CARE Centralizing data and interactions into one hub seems like a daunting and time-consuming task, but it pays off Who isn’t tired of using a mixture of emails, Excel spreadsheets, an agency management system and sticky notes to keep track of everything? In the ever-expanding digital age, where instant gratification, automatic response and heightened personal touches are now

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