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July 28, 2017 in Agency

Best Hiring Practices for the Modern Agency

By Doug Mohr After seven years of insurance industry experience, the question I am still asked most often by small agency owners is: Where and how are other agencies finding new producers to hire? While the guidelines to locate candidates have mostly stayed the same, the level of talent and how to develop it has evolved in tandem with technology and its solutions. Good hiring managers have tactics and techniques to flush out candidates merely embellishing on their resumes, from those with authe...


Doug Mohr
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March 20, 2017 in Agency, Carrier

FinancePro + ePayPolicy Integration Simplifies Secure Credit and ACH Payments

Insurance professionals know that the key to success in this fast-moving industry is the adoption of strategic technologies that increase customer satisfaction while making their business more efficient and profitable. That trend continues today with a new integration for our FinancePro customers.



Kyle Heiser
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September 29, 2016 in Agency

Facebook Dos and Don’ts for Insurance Agencies

Of all the social media platforms available for the independent agency, Facebook makes the most sense. With an average of 1.13 billion daily active users per month, Facebook is the most widely used and pervasive social media platform in the world.* Chances are good that your current and future customers are already on Facebook—shouldn’t you be, too? Your Facebook page serves a different purpose than your agency’s website. It’s a way to connect with (and market to) your e...


Jacqui Cooper
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