As I travel across the country talking to agents, the question I hear most often is, "Can you just give us a couple quick tips on the top things we can do right now to make our agency more profitable and effective?" The answer is, YES! As an insurance technology consultant and editor, I've been able to discover the cool new tools, websites, gizmos and gadgets that can make your life easier, more productive, and more competitive. I have … [Read more...]
Working with Word Tables
Most agency management systems use Microsoft Word to create proposals and schedules of insurance. These documents typically rely on the use of Word tables as a formatting tool. Unfortunately, many people in the agency do not have adequate training on how to edit these tables once they are created. Here are a few tips that may make working with tables a little easier. A table has columns, rows, and cells. Some parts of a table can only be seen if … [Read more...]
Add Branding to your Web Site
As you are surfing the web you may have noticed some web site that add a logo to the address field in your browser. Called a Favicon (which stands for “Favorite Icon”), it is a customized icon image that you can add to help your web site stands out from the crowd. Every time someone navigates to or bookmarks your site, your customized icon will be displayed in their Favorites folder in place of the generic Internet Explorer logo. This … [Read more...]
