No employee retention strategy? No problem. Download the complete guide to managing your agency workforce 

Download Guide

Product Login


My Vertafore Support Portal provides access to multiple options for resolving your support needs.

  • American Flag
  • 1.800.444.4813
  • Search

May 26, 2016 in Sonders Selling Tips

6 Ways to Create Valuable Opportunities Using Online Communities

Are you interested in growing your sales network online?  If you engage in relevant communities regularly, you'll connect with more customers and prospects while establishing yourself as an industry influencer who people will turn to for knowledge and advice. Whether you're trying to reach new leads or build rapport with existing customers, it's easy to get started. Let's take a look at how you can do both. Reaching New Prospects You should begin by engaging in online communities where ...

Mark Sonders

May 25, 2016 in Customer Service

How to Get Buy-In from Your Manager for Professional Development

If you’re anything like me, you’re always looking for ways to improve. In fact, we’ve discussed this very topic of career development in just a few short weeks ago in my customer service newsletter, Candid Customer Service. It’s something I feel strongly about. While it’s one thing to want to grow professionally, it’s another thing entirely to make it happen. Many of the tools and events that can help us grow come with a hefty price tag, both in terms of mon...

Phyllis Gillman

May 24, 2016 in Digital Insurer

3 Key Findings Connect Agency Technology to Improved Employee Morale

Technology makes our lives easier. Some might argue with me here, but I genuinely believe this to be true. Do you remember the days before Google Maps? "Oh look, an unforeseen traffic jam or closed road, let me just pull out this fold-out map that only shows major cities and roads, that'll do the trick..." Or how about life before Netflix, when you had to go into a video store to check out a movie and then remember to return it in seven days? I mean what kind of magician is even cap...

Guy Weismantel

May 19, 2016 in Sonders Selling Tips

The Feldman Method Part 3: Conveying Your Message

Ben Feldman’s Book, The Feldman Method, lays out the methodology he used to obtain world-record sales numbers selling insurance. Even the greatest insurance sales people still aspire to replicate Mr. Feldman’s success. So, what did he possess that was so unusual? Whatever he had, no one can argue with the success of his methods or the practice of reviewing his methodologies for the sake of one’s own sales performance. Make sure you take the time to review part one ...

Mark Sonders

May 18, 2016 in Agency

4 Keys to Survival for the Insurance Producer of Tomorrow

Our industry is going through significant changes. We know this. But the transformation we’re undergoing didn’t appear out of thin air. Instead, we’ve been experiencing real change that has propelled our industry forward, even among major disruptions. While we’ve come a long way, our transformation, adoption of new tools, and evolution is far from over.  To understand where we’re headed and just how much progress we’ve made, it helps to step back in time...

Todd McCredie

Ready to take the next step?

Contact Vertafore