For most carriers, “client experience” still means a call center and a login page. Maybe there’s a basic portal, buried behind forgotten credentials and registration codes, and maybe there’s an app no one uses. But in 2025, that’s not enough.…
Insurance carriers don’t have a customer service problem. They have a workflow problem. Every day, your team gets bogged down in repetitive service requests – ID cards, address changes, billing questions, and policy documents. None of these is complex. But…
Your policy admin system isn’t the problem, but it’s not the whole solution, either. Carriers have invested millions into platforms like Duck Creek, Majesco, Guidewire, and others – rightfully so. These policy admin systems (PAS) are essential for managing data,…
Vertafore is everywhere. Their tools are some of the most widely adopted in the insurance industry. But adoption doesn’t always equal satisfaction, and when you read the reviews, a more nuanced picture appears. We reviewed over 50 verified user reviews…
Outsourcing customer service might seem like a smart move. Until your clients start noticing. Sure, handing off service calls to a third-party vendor can save you money. But what does it cost in client trust, brand consistency, and long-term retention?…
Most agencies start strong, writing policies for friends, family, and referrals. But that well runs dry fast. And once it does, the growth flatlines. To double your revenue, you need a real strategy. Not just more hustle. That means knowing…
Some help your agency move faster, close more business, and keep clients happy. Others slow you down with cluttered interfaces, confusing processes, or a lack of real automation. Insurance workflow software is designed to help insurance agents manage customer relationships,…
Old playbooks don’t work like they used to. Agencies that thrived in the 90s and early 2000s are now hitting walls. They’re losing momentum, not because they aren’t working hard, but because the rules of the game have changed. The…
Selling an agency isn’t about finding a buyer. It’s about making someone want to buy it. And not just buy it but compete for it. Buyers aren’t just looking at your book of business when determining your insurance agency valuation.…
Selling your agency isn’t just about handing over a book of business. It’s about building a business someone wants to buy and wants badly enough to pay a premium for. Buyers aren’t just buying clients. They’re buying systems and cash…