Running an independent insurance agency often feels like juggling a hundred priorities at once—client management, policy renewals, sales tracking, and administrative tasks all competing for your attention. That’s where a well-integrated CRM system comes in. For many small agencies, CRM software isn’t just a convenience; it’s a game-changer that allows you to organize client data, automate communication, and manage leads
While CRM and AMS tools are foundational for insurance agencies, leveraging additional technology solutions can unlock even greater growth potential for your agency. Let’s explore tech strategies that go beyond client and policy management to drive operational efficiency, client engagement, and profitability. Expanding Your Technology StackConsider integrating digital tools that automate administrative tasks, track performance metrics, and optimize marketing efforts.
As your insurance agency grows, managing client relationships and operations becomes increasingly complex. CRM (Customer Relationship Management) and AMS (Agency Management Systems) tools are essential for streamlining these processes, improving efficiency, and ultimately driving growth. Whether you’re selling life insurance, annuities, or other financial products, these technologies can significantly enhance your agency’s performance. In this post, we’ll explore how to
Starting your own independent insurance agency is a remarkable achievement. As you embark on this new journey, effective management will be key to your success. Here are ten essential tips to help you manage your new independent insurance agency and set it on a path to growth and profitability. 1. Develop a Clear Business Plan A comprehensive business plan is
Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA.