Hiring a consultant to build your agency’s tech stack can easily cost you $10,000 or more. Many agents feel pressured to spend this money, fearing they’ll make the wrong choices on their own. But what if you could bypass the consultant fees and build a powerful, efficient tech foundation yourself? You can.
A guide for insurance agents on how to choose technology purchases, overcome psychological barriers, and choose the right tools to scale their agency effectively.
For many carriers, the decision to build an in-house client portal feels…
For years, “client experience” was seen as a soft metric, something nice…
For most carriers, “client experience” still means a call center and a…
Insurance carriers don’t have a customer service problem. They have a workflow…
Your policy admin system isn’t the problem, but it’s not the whole…
Vertafore is everywhere. Their tools are some of the most widely adopted…
Outsourcing customer service might seem like a smart move. Until your clients…
Most agencies start strong, writing policies for friends, family, and referrals. But…