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

Video Conferencing Best Practices

Video conferencing with teammates.

You’ve started to work remotely, and to keep business running as usual your agency has incorporated video conferencing into the daily routine. This is an excellent way to stay in communication with your team as well as keep everyone up to date on current projects.   Some people find it difficult to video conference due … Read more

Example Email About COVID-19

Example communication to insurance clients during COVID-19

If you are an insurance agency owner and you are unsure of what to say to your clients regarding COVID-19 don’t fret. Below is an example generic email you can spice up and send out to your clients regarding COVID-19. Navigating COVID-19: Services Will Continue In the weeks ahead, the uncertainty over COVID-19 will only increase. … Read more

Making a Business Continuity Plan

How to make a business continuity plan for an insurance agency

It is completely fine if you haven’t put a work process in place to prepare for a pending pandemic. None of us saw this coming. But now that we are facing an actual national crisis with COVID-19, let’s talk about how you can put together a Business Continuity Plan and implement it quickly. Simply put, … Read more