Category Archives: agency systems

agency management, benefits management, and document management systems

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64 People That Will Help You Exceed Your Goals This Year

Can you believe the first quarter is over already? How is it going for you so far?

2016 Insurance Agent Summit

Are you ahead of schedule? Are you getting behind? How is your stress level? Do you feel like you have a good work/life balance so far? Are you making the money you want? Is your agency running the way you want it to?

The truth is most insurance agents have something missing in their business or life that leaves them wanting more.

Maybe it’s more time with family or vacation time. Maybe it’s to be able to work the schedule they want or to work from anywhere they want. Maybe it’s just to make more money and have more fun than ever before.

Does any of this sound like you?

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Vertafore Acquires QQ Solutions

Vertafore announced today that it has acquired QQ Solutions based in Deerfield Beach, FL. The terms of the deal were not disclosed.

QQ Solutions offers a comparative rating platform as well as a web architected SaaS-based agency management system – QQ Catalyst.

All of QQ Solutions’ 65 employees will join Vertafore and Mark Malis – current CEO – will continue to run the company from its current location in Florida.

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Benefits Management System

Effectively managing group benefits is a problem for many agencies. Now there is a new kind of agency management system that is specifically designed for the group insurance vertical and is built entirely on the Salesforce.com platform. The application is listed on the SalesforceAppExchange platform, and is called BenefitsGuide. Highlights include:

agency management systems
  • Streamlines the process of selling and servicing group insurance from the broker perspective.
  • Provides value-added communications to both members and benefit administrators, with no extra effort.
  • Reduces the amount of incoming client service calls to the broker office.
  • Increases a broker’s new business sales by differentiating one broker’s services from the others.
  • Develops relationships for the broker with their clients’ employees, while building upon existing relationships with employer group administrators.

It follows logically that brokers who use BenefitsGuide are able to:

  • Improve their sales close ratio while also winning bigger groups.
  • Improve their client retention rate.
  • Reduce the amount of time required to service their existing clients.

Read more about the unique features of BenefitsGuide and how they will impact a broker’s business. Additional information is also available on their blog.

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How Do You Rate? Take the 21st Annual Agency Productivity Survey

Digital consumers continue to redefine what they consider to be “good customer service.” Increasing the productivity of your staff seems to be an elusive goal. In order for your organization to keep ahead, it’s important to make sure you evaluate how existing technology tools are being used as well as determine what additional tools have become available.

This agency productivity self-test is published each year in my newsletter, The Anderson Agency Report, as a way to help measure how well your organization is using technology resources. Hopefully, it also provides ideas about new tools that you might want to incorporate into your workflow.

The self-test delves fully into your use of technology in the following categories: Management, Administrative, Infrastructure, Sales, Customer Service, and Communications.

Everyone is encouraged to participate. The audit self-test will take you approximately 15 minutes to complete so set aside some quiet time to complete the survey. It’s well worth it.

We’ll provide the results so you can tell how your agency compares to others who took the survey. This year’s survey is only available online by going to http://www.taareport.com. As a little extra incentive, everyone who completes the survey will be entered into a drawing to receive our course, The Personal Lines Ultimate Marketing Program—a $500 value.