MAKING THE MOST OF A HYBRID AGENCY ENVIROMENT Learn how to optimize your software to profitably run your agency Rocking the boat now may slow some people down, but what if changes could make them more effective in the weeks and months ahead? TechKnowFile By Jennifer Raymond Today’s agencies and brokerages are a far cry from the paper-based firms of the past, and many of them now rely on software
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THE RISK OF COMPLACENCY Addressing the enemy of excellence and the most significant threat to any business Checklists … ensure that the essential tasks get done. Even if a step is very simple, it can still be forgotten. Risk Management By Randy Boss, CRM, MWCA, SHRM-SCP “Complacency is the last hurdle standing between any team and its potential greatness.” —Pat Riley former NBA Coach and Player Complacency can be
DIGITIZING THE APPLICATION AND RENEWAL PROCESS: THE AGENT AND CLIENT PERSPECTIVE To remain competitive, agents must modernize their client experience strategies and technology By Dan Post Customer expectations are changing in every industry, prompting businesses to find new and innovative avenues to sell their products and services. For example, you can now order groceries online, restaurant delivery apps are thriving, and you can even use your smartphone to find
TechKnowFile By Doug Wertz ACCESS YOUR DATA 24/7 AND PROTECT IT IN THE CLOUD First-hand experiences around getting buy-in, making the switch, and moving forward Insurance agencies and brokerages should consider moving to the cloud to provide 24/7 access to data and ensure that their information is backed up and secured. At Clockwork Insurance Services, Inc., where I serve as director of IT and claims administrator, we moved to the
Tactical Tech By Chris Paradiso INSTAGRAM SUCCESS FACTORS There’s more to your agency having an impact than the number of likes a post receives Like many social platforms, Instagram—the photo and video sharing social networking service owned by Facebook—uses an algorithm to decide which posts/content to show to its users. For success on Instagram, it’s important to know the main ranking factors and understand how to play within its algorithm
