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Technology

TRAINING TO LEVERAGE TECHNOLOGY

TRAINING AGENCY AND BROKERAGE STAFF TO LEVERAGE TECHNOLOGY Unlock your firm’s full potential By Ruth E. Phillips, CPCU, CIC, CISR, AAI Agency and brokerage staff need technology training to unlock the full potential of the firm’s implemented technologies. In addition to my role as a commercial lines account manager at Smith Insurance Agency, I research, write, prepare, and teach continuing education (CE) classes, some of which touch on technology use.

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EFFECTIVE RECRUITING STRATEGIES

ON THE ROAD AGAIN—EFFECTIVE RECRUITING STRATEGIES Why are some agencies able to recruit and retain employees, while others are struggling? How many opportunities are we missing when we fail to cast a broader net? As an industry, we have some catching up to do!   By Mary M. Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW COVID is down to a dull roar, and the consulting road warriors among us are

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OPTIMIZING AGENCY AUTOMATION

 OPTIMIZING AGENCY AUTOMATION Don’t assume that once you’ve automated that you’re done Agencies interested in optimizing agency automation must first identify pain points within their organizations and the types of customer experiences they want to create. By Jim Rogers Agencies interested in optimizing agency automation must first identify pain points within their organizations and the types of customer experiences they want to create. Insurance agency automation can be key to

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    CLIENT COMMUNICATIONS IN A DISASTER

CLIENT COMMUNICATIONS IN A DISASTER

EQUIPPING AGENTS TO HANDLE CLIENT COMMUNICATIONS IN A DISASTER Automation tools and pre-prepared messaging will help agents serve clients and reduce stress By Joel Zwicker Staring at disaster, insurance agents are faced with the most important task of their career: ensuring that their clients, and everything they hold dear, are safe. Wildfires, floods, hurricanes and snowstorms—these are some of the moments when agents earn every cent they’ve made. As soon

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Tactical Tech

SOCIAL MEDIA—WHERE ARE THE BIGGEST OPPORTUNITIES? Your clients and prospects are active on many social platforms, and you should be, too Facebook is a great place to start, but … it’s only the tip of the iceberg when it comes to social media strategy for insurance agents and brokers.   By Chris Paradiso Social media management firm Denim Social put out a great 2020 Benchmark Report that showed that 82% of

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