Managing Your Epic Reports

Managing epic reports

Take a Look at Your Epic Reports Are you receiving Epic Reports? Not sure what they mean? Join this session and learn more about report data and making sure you have all necessary reports scheduled. This is a reoccurring weekly training, please check for other dates if you are unavailable at this time!

Streamline Commercial Lines Remarketing

Remarketing to Commercial Lines clients

Remarketing commercial lines is a big task and shouldn’t be taken lightly. In fact, many agents shy away from the it because they either don’t feel comfortable enough dealing with commercial lines or they think remarketing is too much of a hassle. Let me tell you something: it’s not as difficult as you think! There … Read more

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

What do you know about Cyber Security Insurance?

The concern with Data  As an insurance agent, all of your information for clients, businesses, and prospects is stored in a personal secure server, which only you and your producers can access. With everything being locked by personal codes, nobody should be able to breach this data. However, on a holiday vacation, one of your … Read more