For small to medium-sized insurance brokerages and agencies, purchasing leads from a lead provider like Data Axle Genie or Leadsplease can greatly increase leads and business. But, as with any business decision, there are both pros and cons to consider before deciding whether it’s the right choice. Pros First, purchasing leads can be a great … Read More
Introduction Insurance brokers have a lot of data to manage and protect. To stay competitive and protect their Book Of Business, insurance brokers need to use software like CaptaIMS to safeguard their data. This article will discuss features like data encryption, data backup, user permissions, and more to help insurance brokers protect their data. Data … Read More
The advantages of integrated tools in your agency management software As an insurance broker or agent, you must stay organized and on top of your client’s needs. One way to accomplish this is through the use of a comprehensive insurance agency management software. For example, having software, with a built-in book-of-business (address book), policy renewal … Read More
Insurtech is a term used to describe the intersection of insurance and technology. It refers to the use of technology to improve traditional insurance models, often through the use of digital platforms and web-based software. One of the main benefits of insurtech is the ability to streamline and automate many of the processes that are … Read More
For those of you thinking about starting your insurance agency, you will undoubtedly come across a need for software to manage your business. Insurance Management Software, or IMS, is a web-based software that insurance agencies use to organize their book of business. Usually, Management Software is built for specific insurance markets within the industry, such … Read More
Do you think Agency Management Software (AMS) is just for mid-sized or large insurance companies? Even if you are a staff of one or two people, the organizational power of a great AMS can improve your efficiency. While Agency Management Software is crucial for larger businesses, it may play an even more important role for … Read More
SMS research suggests that SMS marketing gives you an open rate of almost 95% and a response rate of 45%. That means out of 100 text messages sent, 95 people will read them within the first three minutes. Definitely a tool insurance agents want to have at their disposal! With the popularity of SMS on … Read More
Benefits of Using an Agency Management System over a CRM In the insurance industry you are likely going to need either an Agency Management System (AMS) or Customer Relationship Management (CRM) software to manage your book of business. Regardless of the system you use, you need to make sure it is easy to use, can … Read More
