How to Easily Insert Personalized Data into Email Images

Email continues to be a very useful communication tool. And at the same time, everyone seems overwhelmed by the amount of email they receive. So, anything you can do to make your email stand out will help you maximize the benefit of these touches.

Nifty Images Birthday Card

I have been experimenting with a platform that allows you to personalize images in your email so that every individual in your database gets their unique image when you send them an email. This service is called NiftyImages.

NiftyImages allows you to create personalized email images, countdown timers, and live social feeds for your email campaigns. You can get a picture of what this looks like by going to their website and entering your name in the box. You’ll see the image on the left change to include your name.

“Hiring and Retaining Quality Employees: How Effective On-boarding Keeps an Insurance Agency Afloat – Episode 017”
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 episode of “The Digital Broker”, Steve and Ryan discuss what is the lifeblood of a successful agency or brokerage – the employees. Today’s podcast explores what it takes to attract, engage, train and retain both seasoned employees and new blood to make an agency.

By listening to this episode, you’ll learn:

  • What is “onboarding” and why it is important
  • How employees were trained in the past and how that is changing
  • How the hiring process can be improved and the most effective ways to retain staff
  • What a good onboarding process looks like
  • The role of job descriptions and training as part of onboarding
  • Identifying the most effective players to drive the process
  • Understanding the role of culture and organizational mission
  • Understanding roadblocks, obstacles, and problems in the creation of an effective process

Agency Management System Selection Summit

It’s Not Too Late to Register

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. 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…

Be sure to take advantage of your subscriber discount.


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!


Full Recap

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A New Tool Helps You Improve Your Customer Experience Journey

ACT Launches Customer Experience Website

The Agents Council for Technology has launched a new Customer Experience Planning website. This interactive online resource is designed to help agents understand the customer experience life cycle and leverage technology to achieve the ease of doing business that consumers expect.

ACT Customer Experience Journey

The information presented was created by the ACT Customer Experience Work Group led by Claudia McClain, founder of McClain Insurance Services.

The Customer Experience Journey

“Converting from Vertafore Sagitta to TechCanary and Why with Chris Roman – Episode 016”
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 episode of “The Digital Broker” podcast, Steve and Ryan speak with Chris Roman of Magnum Insurance Agency about transitioning from an agency management software that had been in place for over twenty years to a newer and more robust platform.

By listening to this episode, you’ll learn:

  • Issues that arise with a transition from one platform to another
  • Making the decision to evaluate a new platform
  • Evaluating the pain of transition versus the gain of the new platform
  • Gaining buy-in from users and management

Agency Management System Selection Summit

Now updated with participating vendors and times

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. 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…

Be sure to take advantage of your subscriber discount.


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!


Full Recap

(more…)

“5 Steps To Selecting The Best Agency Management System For Your Agency – Episode 015”
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 episode of “The Digital Broker” podcast, Steve and Ryan will show you a five-step process for choosing the right Agency Management System (AMS) for your organization.

You will learn:

  • How to evaluate if you need a new system
  • How to determine the appropriate requirements
  • Understanding the different options available
  • Evaluating and choosing the correct software

Agency Management System Selection Summit

Now updated with participating vendors and times

Selecting the best agency management system for your organization is one of the most critical decisions an agency owner makes. 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…

Be sure to take advantage of your subscriber discount.


The Digital Broker podcast is brought to you buy Indio Technologies. Indio turns the application and renewal process into an online TurboTax like experience for your clients. As a result, the 1,000+ agents using Indio provide their clients with a top-rated customer experience, reduce their E&O exposure, and outgrow their competition. To learn more about Indio, click here!


Full Recap

(more…)