The Digital Customer Experience

Agents should focus on their digital customer experience.

The age-old question, “how do I get more leads, generate more sales, and help more customers?”     Agents are asking that question more frequently, especially in the current market. We believe Independent Agencies can enhance their lead-generating capabilities by leveraging a digital customer experience, regardless of whether we are social-distancing or back to business as … Read more

How to Compare Insurance Networks

Comparing insurance networks

More money, independence, access, how many times have you heard these buzz words from other networks you’ve interviewed? The truth is they lure you in with these promises, but once affiliated, you’re quick to see the tarnish under the shine. We don’t mean to burst your bubble, but we’re tired of watching independent agents fall … Read more

Post Covid-19: Returning to Normal?

This is the new normal after the pandemic

After months of being at home and unable to meet with our friends, we’re REALLY ready to get back to normal. But what is normal after COVID-19? What should we expect to see in our daily lives following the weirdest pandemic the world has ever seen? Honestly, there’s not much we can do to prepare … Read more

Current Trends in Insurance

The evolution of insurance

The coronavirus pandemic has impacted almost every aspect of our lives. Daily activities like grocery shopping, chatting with friends, and traveling to and from work have all changed to incorporate some aspect of uncertainty. With so many resources out there claiming one thing or another, how can you pinpoint exactly how your industry is changing … Read more

Phishing Email First Response

Enhance your cybersecurity

With many companies working from home, security is top-of-mind for owners and managers. Without domain securities in place and employees using home networks and computers, more vulnerabilities may be present and exploited by hackers and phishers. If a user at your company is compromised, and a spam email is sent from their account, here are … Read more

How to Virtually Engage Clients

Independent agencies should online stream

Now that we are all sequestered at home, it’s time to upgrade how you engage with your clients. Many independent agents have already utilized video conferencing platforms like  Zoom to mimic in-person meetings, but there are more fun ways you can strengthen your relationships with your customers. Here are some easy-to-learn ways to reach out … Read more

VP of Education Reviews NBS iQuote

Is the NBS iQuote comparative rater worth it?

I’ve been quoting small commercial my entire career and have searched tirelessly for a quality BOP comparative rater. After so many fell flat, I started to have my doubts about finding something easy to use with useful capabilities. When NBS released iQuote, I was skeptical; would it disappoint me like all the rest? After watching … Read more

Entering NBS Policies in Epic

Man confused by NBS policies in Epic.

NBS is a very popular carrier, but many agents are running into issues when they try to enter NBS policies into Epic. We want our agents to be successful, so we’ve highlighted the specific steps you have to take when entering an NBS. For these policies issued directly from NBS, follow this procedure: Add a … Read more