The Insurance Agency's Guide to Commissions Processing

[Free eBook] The Insurance Agency's Guide to Commissions Processing

Learn how insurance agencies are currently processing commissions, how to find missed commissions & why your agency should be projecting commissions.
[Free Resource] Over-sized Postcards

[Free Resource] Over-sized Postcards to Send to Your Clients, Prospects, Leads and Agents

Over-sized postcards can help you get noticed by your leads, prospects, clients, and agents by standing out amongst the rest of the mail. In addition, it's the perfect opportunity for you to stay in touch and raise the bar of communication.
[eBook] Personalization & Personal Service: Using technology to better serve your clients

[eBook] Personalization & Personal Service: Using technology to better serve your clients

What does it mean to use technology to provide personalized service to your clients? As our world grows in technology and media, we crave the intimate human-to-human connection more than ever.

Resources for your Insurance Agency

The Insurance Agency's Brief Guide to Data Migration

[eBook] The Insurance Agency's Brief Guide to Data Migration

We found in our Insurance Agency Technology in 2017 Survey that 15% of insurance agencies intend to adopt an agency management system (AMS) for the first time this year. When insurance agencies decide to adopt an AMS (moving from paper files or Excel spreadsheets) or switch to a different AMS, data migration is necessary.

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