Are you an independent insurance agent considering using Salesforce? Hold on, are you sure about that? Before you dive in, let’s take a closer look at why Salesforce may not be the best fit for your agency. It is no…
The Industry’s First Agency Success Platform is set to transform legacy insurance technology. PHOENIX, May 2, 2022 – Better Agency, the agency success platform for insurance agents, announced today that they raised $8m in a Series A round, led by Teamworthy Ventures.…
As an insurance agent, you understand the importance of providing top-notch service to your clients. You also know that time is a precious resource, and finding ways to streamline your workflow can be a key to success. Marketing automation can…
As staffing issues continue to plague large parts of the country many insurance agencies are turning to virtual assistants (VAs) to streamline their processes and improve efficiency. VAs are remote staff members who can handle a variety of tasks, from…
As an insurance agency owner, it’s crucial to track certain metrics in order to measure the success of your business and identify areas for improvement. According to a recent industry expert, there are seven key metrics that every agency owner…
In recent years, insurtech companies have made waves in the insurance industry with their direct-to-consumer (DTC) business models. These companies often tout the convenience and simplicity of their online platforms, and some have even suggested that they will eventually replace…
Starting an independent insurance agency from scratch is no easy feat, but with the right knowledge and strategies in place, it can be a rewarding career path. Here is a step-by-step guide to help you get started: Obtain the necessary…
As an insurance agent, you understand the importance of quality coverage for your clients. However, it is just as important for you as an insurance agent. Unfortunately, mistakes happen and, if it negatively affects your customer’s bottom line or life…
As an insurance agent, your sales and marketing teams must work together to understand your target market and who your customers are, what they need, and how, as an agent, you can fulfill that need. To do this, you must…
In today’s competitive insurance market, agency owners must make strategic decisions when it comes to choosing the right network cluster or aggregator. With so many options available, it can be overwhelming to know where to start. In this guide, we’ll…