[Webinar] 7 Reasons You Shouldn't Use Excel to Manage Your Book-of-Business

[Webinar] 7 Reasons You Shouldn't Use Excel to Manage Your Book-of-Business

Over 25% of insurance agencies are still using Excel spreadsheets or paper files to manage their book-of-business. Learn 7 reasons agencies are making the switch to an agency management system.
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[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.
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[Webinar] Millennials & Insurance: Who they are, how they purchase, and how to sell to them

[Webinar] Millennials & Insurance: Who they are, how they purchase, and how to sell to them

In this webinar, you'll get an inside look into millennials' buying behaviors, the types of insurance they're purchasing, and the strategies to use to sell to them.
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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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