Featured Post
Surety eDocs: How Insurers Can Help Agency Partners for Mutual Success
Many independent insurance agencies would agree that the traditional way of receiving Surety renewal documents is a highly manual process. In a typical work week, I would estimate that I spend about four to eight hours going through the mail we receive from our insurers.
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Industry Trends
How to Celebrate Earth Day While Sheltering in Place
Although the COVID-19 pandemic has caused concerts, sporting events and other exciting spring plans to be put on hold, one thing that’s not cancelled is Earth Day.
2020, Agents, Best Practices, Industry Trends, Insurers, MGAs
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Agent-Insurer Connectivity
Building Better Relationships with Your Insurer Partners
Is your agency realizing the benefits of greater connectivity with insurers? Now more than ever, the most successful agencies are those building and maintaining close ties to the insurers and MGAs they work with on a regular basis.
2019, Agent-Insurer Connectivity, Agent-Insurer Connectivity, Agents, Best Practices, Industry Trends
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Best Practices
Surety eDocs: How Insurers Can Help Agency Partners for Mutual Success
Many independent insurance agencies would agree that the traditional way of receiving Surety renewal documents is a highly manual process. In a typical work week, I would estimate that I spend about four to eight hours going through the mail we receive from our insurers.
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Best Practices
Prepare Your Agency for the Unexpected
Extreme weather and natural disasters are becoming more commonplace and can have financially debilitating effects on businesses that are not prepared. Take last year’s hurricane season for example.
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Access to Markets
Drive New and Renewal Business with This Indispensable Tool
Historically, agents have relied on relationships with insurers, paper guides and insurer websites to identify insurer appetite for commercial risks. These time-consuming, manual processes often provide a partial and outdated view of potential markets for risk which can lead to a lost business.
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Best Practices
3 Ways to Support the Needs of Today’s Digital Agents
As the world becomes more digital, agencies are leveraging technology to meet consumer demand for instant, 24/7 customer service. Consumer demand, along with the need for greater ease of doing business and a more diverse product range, has pushed agencies to seek increased connectivity from insurer partners.
2018, Agent-Insurer Connectivity, Automated Servicing, Best Practices, Insurers, Marketing & Distribution, MGAs
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Agent-Insurer Connectivity
Connectivity: The Secret to Competing in the Age of the Customer
Today, insurance agencies face many challenges that they didn’t contemplate years ago. Consumer buying behaviors and patterns are different.
2018, Access to Markets, Agent-Insurer Connectivity, Agents, Best Practices
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Automated Servicing
Why You Should Maximize Your Download Connections
Is your agency using download services to the fullest extent? If not, you’re leaving valuable time and money on the table.
2018, Agent-Insurer Connectivity, Agents, Automated Servicing, Best Practices
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Best Practices
Data and Download: How to Make Your Agency Stand Out in Today’s Digital World
To be able to adapt, you have to see things that are not there and things that others are not able to see. All those things are built on data. Data is vital. It is not something that can be taken for granted any longer and it’s one of the ingredients to a great customer experience.
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Automated Servicing
Claims Download: Staking Your Claim to More Time in the Day
Technology has changed the way we do business at Schultheis Insurance Agency, especially when it comes to receiving client, policy, billing and claims information.
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Access to Markets
Finding Markets: Turn Wasting Time into Saving Time
Agencies strive to provide the best products at the right price for customers and prospects. But as an independent agent working with numerous insurer partners, I know first-hand how difficult it can be to find the right insurer for each risk.
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Industry Trends
Emerging Trends: The Widening Technology Gap – And How to Close It
Recently, I spoke at the 2017 AAMGA Automation Conference in Atlanta, an annual gathering of MGAs and insurance professionals that centers on automation and advancements in insurance technology.
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Best Practices
3 Major Risk Marketing Headaches – and How to Cure Them
It's the nature of our industry that commercial insurance carrier appetites are constantly evolving. As business landscapes shift to accommodate emerging risks, carriers must continuously and deliberately refine their specialties, products and services.
2016, Access to Markets, Agents, Best Practices, Industry Trends
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