Exploring Opportunities for Insurance Brokers and Agents

February 15, 2023By software support

As insurance brokers and agents evolve their practices to meet the changing needs of their clients, they are also exploring new opportunities for growth. By taking advantage of these opportunities, professionals in the insurance industry can increase profits, expand their business, and provide better services to their clients. What Are the Opportunities? The opportunities for … Read More

5 Pitfalls Insurance Startups Should Avoid

January 13, 2023By software support

Starting an insurance business is an exciting endeavor, but it also comes with certain risks and pitfalls. In order to ensure success, it is essential to understand and avoid the mistakes that can make or break an insurance startup. This article will outline the five most common insurance startup pitfalls you should avoid, including proper … Read More

Pros and Cons of Purchasing Leads for Insurance Brokerages

January 4, 2023By software support

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

What is Insurtech?

December 22, 2022By software support

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

SMS marketing for insurance agents

December 11, 2020By software support

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

Using an Agency Management System over a CRM

December 11, 2020By software support

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