How to Tell If You Need a New Agency Management System

Selecting the best Agency Management System for your organization is one of the most critical decisions an agency owner makes. Choosing the best system will help increase productivity and thus profits. The consequences of not selecting the right system are painful at best and, at worst, could be catastrophic. Your agency may never recover from the lost productivity and lost profits from a bad decision.

Agency Management System Selection Summit

Recognizing that agents may want help identifying management system platforms that will work for their agency, I have created the Agency Management System Selection Summit, a webinar series that allows your agency to review different agency management system vendor platforms over a span of 2 weeks.

Here are the highlights of the Agency Management System Selection Summit:

“The Digital Broker Podcast – Episode 012: Text Messaging For Insurance Agencies (How To Implement)”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

This episode of the Digital Broker podcast is the second of a two-part series on text messaging for insurance agencies.

Steve and Ryan discuss the “nuts and bolts” of using text messages for agency communication. Together, they provide examples of how text messaging can help your agency:

  • Improve your client’s experience.
  • Retain and acquire new business.
  • Streamline communication internally among agency employees.

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How to Capture Anything on Your Screen with Snagit

Snagit screen capture software has been part of my toolkit for longer than I can remember. When I was looking through past TechTips, I realized I’ve never written about it.

Snagit Editor

Many of you probably already know and use this versatile software program. The current version is 2018, so even if you have used this software tool for a while, it might be a good idea to glance through my comments below to make sure you’re utilizing all of the current functionality. If you do have a prior version, it also might be worth upgrading.

Over the last few years, TechSmith has added a lot of new features and functionality to the platform. So below I am highlighting the capability of the program. It’s no longer just a screen capture program.

Screen Capture

Many organizations use the screen capture function to insert screenshots from their agency management system into their procedure and workflow guides.

–All-in-One Capture®

“The Digital Broker Podcast – Episode 011: Text Messaging For Insurance Agencies (Rules of Engagement)”
by Steve Anderson and Ryan Deeds

Sorry, listening to the audio on this website requires Flash support in your browser. You can try playing the MP3 file directly by clicking here.

Summary:

In this first of a two-part series on text messaging, Ryan and Steve discuss why and how agencies should be implementing policies and procedures around this common form of communication – and why it can often be one of the biggest E&O holes in an agency’s documentation.

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What You Should Know About Updates Coming to LinkedIn Groups

As I mentioned in last week’s TechTips, I receive early notice of changes and access to updates on the LinkedIn platform. Another improvement to be on the lookout for is the LinkedIn Groups experience.

LinkedIn Groups

LinkedIn Groups are an integral part of the experience of participating on the LinkedIn platform. Seventy-one percent of LinkedIn users use a mobile device to access information on the platform. Unfortunately, access to the groups you are part of on LinkedIn has become a secondary consideration, especially on the mobile app.

While I still pay attention to the conversations going on in Groups, it’s much harder for me to engage because it takes multiple steps to access a group discussion and respond.