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Work With Clients, Not Paperwork

Work With Clients, Not Paperwork

Being an insurance agent requires a certain amount of care and bedside manner with clients. They want to know that you’re their advocate when dealing with insurance providers and expect to reach you during some of the worst times of their life. Agents spend a great...

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Improve Client Retention

Improve Client Retention

In the insurance world, customer retention is key. In most cases, retention efforts take precedence over acquisition over new customers because retention rates for insurance are lower than most other industries. According to the Independent Insurance Agents of Dallas,...

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Better Communication With Clients

Better Communication With Clients

One of the chief complaints that unhappy insurance clients have against their providers and/or agency is inadequate or the lack of communication. Clients get frustrated when replies to their inquires take too long, especially if it’s concerning an urgent matter. Even...

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Automation at The Insurance Agency

Automation at The Insurance Agency

As an insurance agency or brokerage, you have the task of matching the right client with the right insurance. Being part of an agency/brokerage means a lot of back-and-forth communication between your clients, insurance vendors, underwriters, etc. You’re also trading...

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Protecting Your Client’s Information

Protecting Your Client’s Information

  Insurance work typically requires a lot of a client’s personal information in order to create policies, process claims, and payout reimbursements. Private, financial data is craved by malicious parties on the internet and they go to great lengths just for a...

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HR Software versus the Document Management System (DMS)

HR Software versus the Document Management System (DMS)

Savvy companies are starting to understand that paperless is the way of the future. With many options available to make the transition to a paperless office easier, it’s up to each company to decide how to best move forward. Two popular options are HR software and Document Management Systems (DMS). Though they have some overlap, each one of these options offers different features and has its unique advantages. Let’s compare the leaders in both areas to see how they compare and where they differ.

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Record-Keeping Standards That Must Be Upheld

Record-Keeping Standards That Must Be Upheld

  There are few industries that come under as much scrutiny from government and industry oversight than insurance. Compliance is a major concern and something that all providers, agents, and brokers need to stay on top of and constantly maintain. There are many...

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File Claims and Insurance Paperwork Faster

File Claims and Insurance Paperwork Faster

How many claims does your company receive from clients in a typical day? Dozens? Hundreds? It’s a lot to keep track of, especially if your insurance company runs mostly on paper. In order to process claims, you require a lot of data about your client and the policy...

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How Much Does Paper Cost Your Agency?

How Much Does Paper Cost Your Agency?

How much is your agency’s monthly overhead? The price of doing business can be a big part of your overall operating expenses and eat into your profits. As your business grows, wouldn’t it be nice to not have to grow your overhead as well? What if you could cut your...

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Break The Perception That Insurance Is Chaotic

Break The Perception That Insurance Is Chaotic

Insurance has long been stereotyped as the ultimate industry of bureaucracy and excessive paperwork where red-tape rules and nothing can ever be resolved in a few simple steps. For good reason, insurance has earned this reputation as something of a chaotic mess of...

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Easy Government Auditing

Easy Government Auditing

It always happens eventually when either the state auditor or another body requests an audit on various subjects including financials, government performance, open records compliance, and other projects. Are your audits relatively painless, or do they take a toll on...

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A System That Grows With Your City/County

A System That Grows With Your City/County

We know there are lots of tech solutions that tout that it’ll be the last product or service you’ll ever need. However, sometimes certain tech solutions don’t have the capability to grow with an organization if it experiences rapid growth. Or, it can but not in an...

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