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September 05, 2017

No More Gut Decisions

They say being busy is good. Clearly, “they” never owned an independent insurance agency. If they had, then they would know that everyone wants to be more efficient and not be preoccupied with time consuming tasks when they could be building stronger customer relationships. However, very few have the visibility needed to grow their business' bottom line. As a decision-maker, it's your responsibility to streamline your agency's processes, grow your business, and provide the best possi...

Stephanie Swaim

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

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

March 20, 2017 in Digital Insurer

Exploring the InsurTech-Consumer Disconnect

Despite recent hype around the growing InsurTech industry, a new survey from Vertafore reveals consumers don’t want to share their personal data with InsurTech startups that replace human agents with technology, even if it means they get a cheaper rate. 

Robert Philips

March 07, 2017 in Employee Life

Building Better Together at NetVU17

For the third year in a row, the Experience Design Team is going to bring our Human-Centered Design approach to NetVU by engaging our customers in short-burst interactive design exercises that will help us refine our products.

Ryan Gachet

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