Insurance Whitepapers

Providing a total risk management solution

It is more important than ever for P&C brokers to focus not only on coverage and obtaining the best price for your client, but also on providing a total risk management solution. Clients are looking for brokers that can take on a trusted advisor role, helping them address their true business exposures and help mitigate […]

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2014 Broker Services Survey

The landscape for insurance brokers has changed. Brokers can no longer bank on their reputation or price to grow their business; rather, clients are looking for services that can help them stay compliant, stay informed, and effectively communicate to employees. There is still a wide gap between what employers expect and what their brokers are […]

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Utilizing Technology in Small Agencies

Small agencies face unique challenges in the insurance industry than other agencies might. Between selling new lines, staying in front of clients and meeting with prospects, agents in small firms do not have time to create and distribute valuable marketing materials to clients and prospects. Technology has changed the insurance game, and small agencies can […]

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Health care reform strategies and opportunities for brokers

It’s now 2014, which means that many of the significant provisions of the Affordable Care Act have taken effect. The tumultuous process of implementing the Affordable Care Act continues (and likely will for quite some time), but the sweeping changes in health care over the course of the last couple of years have presented an […]

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Email Marketing: Maximizing Your ROI

In the age of email marketing, it is easy to get swallowed up by the sheer number of emails flying through cyberspace each day. With nearly every organization utilizing email marketing as a means to communicate with their clients and prospects, how do you make yours stand out from the rest? In this whitepaper, you […]

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Drip Marketing 101

As an insurance agent, a key to growing your business is keeping your name top of mind with your entire book of business – and staying in front of all your prospects too. Equally important is sending messages that are relevant to clients and prospects’ businesses. Drip marketing helps you connect meaningfully with all your […]

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Engage Clients Effortlessly with Next Generation Portal Technology

Gaining and retaining clients is the key to success for insurance agencies, and it is a producer’s job to keep sales coming, while ensuring current client satisfaction. With the ever-changing and oft-complex needs and demands of today’s client, brokers face a unique challenge: how do I keep my current base happy while continuing to prospect […]

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Take Advantage of the Shifting P&C Market

In the past couple of years, we have seen the sporadic and often geographic firming of the property and casualty market. Though firming market conditions pose unique challenges for brokers, it brings about the opportunity for industry growth. The brokers who are able to weather the firming P&C market storm and come out strong are […]

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Implementing mock demonstrations

In the agency world, you can’t assume that your new producers have previous selling experience. And based on the time it takes new producers to become profitable, it’s vital that your agency invests in their success early on. This whitepaper highlights why mock demonstrations are key to your producers’ selling success and how to put […]

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Agency Management Systems for Growth and Retention

A good agency management system will do more than organize your back office – it will grow your bottom line. This whitepaper discusses advantages of an agency management system, and considerations for choosing one. Enter your information to download the whitepaper  

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