Create a Shortcut to Open Multiple Websites

There are many times in an agency when you need to access multiple insurance company websites simultaneously. One example that comes to mind is quoting a small commercial policy. If you’re not using a comparative quoting platform, you need to go to individual carrier websites.

shortcuts

Windows includes the capability of running what’s called a batch file that you can use to automate the process of opening multiple websites in your default browser with a single click. Here is how to do it.

Using Gifs to Spice Up Your Message

Getting your marketing message noticed in this information-saturated world is more challenging than ever.

using gifs

Some marketers have begun to utilize animated gifs in emails and social media posts to get your attention. Yes, Graphics Interchange Format files — those gifs. They’re not quite videos, but they’re so much more than just images.

If you think gifs are silly little internet fodder — they are. But if you believe that they have no place in business, then you might want to do some experimenting. They might be a way to add a little bit of ‘character’ to your agency. Gifs let you add a little bit of movement to your marketing — and this simple form of animation can help with engagement.

While it might be an effective way to get somebody’s attention, be careful. Overusing gifs might do more harm than good.

Use Snagit Templates to Streamline Documentation

The last time I wrote about Snagit Screen Capture Program was a few years ago. You can read that article here. Snagit continues to be updated and improved.

Snagit

One of the latest additions is the ability to use pre-defined templates to create different screen capture layouts. Many (most?) agencies use screen capture software to document their workflows and procedures within the organization.

This new Snagit template feature significantly streamlines the process of creating these types of graphics.

Snagit Template Options

The Process is Easy

  • The first step is to choose the option for “image from template” in the Snagit editor.
  • Next, select the images you want to use in your template.
  • If you’ve already selected your template layout, you can drag and drop images from your recent captures tray onto the template drop zones.
  • If you’re just getting started, select the images you want in your template from the recent tray at the bottom of the screen. Press Control + click to select the images. Or, hold Shift + click to choose a series of images.
  • Then click Create and choose images from a template. As you can see in the graphic above, you can choose from a wide variety of templates.

If you have an older version of Snagit, be sure to upgrade to the latest to have full access to this new feature.

How do you screen capture software within your organization? What tips or tricks have you discovered that save you time and effort?

Catalyit Solves Agency Technology Pain Points

A new project I have been working on for over a year launched yesterday. You may have seen some information posted online. This newsletter will be changing over the next few weeks. To make sure you receive all updates, I encourage you to go to Catalyit.com and complete the “Get on the List” form. If you are a solution provider, you can find more details on how you can be involved on the Solution Provider page.

Catalyit

Below is the full Press Release.

Catalyit Provides All the Tech Guidance Agencies Need in One Place, Thanks to Steve Anderson and 7 Big I State Associations

Catalyit Solves Agency Technology Pain Point

[March 30, 2021] IIA of Wisconsin, Big I New York, IAB of Louisiana, PIIA of Colorado, Big I New Jersey, IIA of Texas, and IIA of North Carolina have partnered with Steve Anderson to launch Catalyit.

“Members constantly share their frustration and need for guidance on agency technology,” says Lisa Lounsbury, President of Catalyit, and President & CEO of Big I New York. “There hasn’t been a one-stop-shop for us to refer them to, so we created one. With the right tech, agencies will thrive. And that’s exactly what we’re going to help them do.”

Access to the Catalyit membership site (catalyit.com) is granted through a subscription, with further discounts to Big I partner state members. [Catalyit is pronounced cat-a-lit.]

“The number of ways agencies can leverage technology to increase profits and serve customers is nearly unlimited. But time, know-how, and fear of risk are getting in the way. Catalyit will solve it for them,” says Steve Anderson, leading insurance technology authority and CEO of Catalyit. “My career has been dedicated to helping agencies harness technology, which is why I’m thrilled to announce Catalyit. We’ve assembled world-class experts, guidance, solutions, training, and community to help agencies thrive.”

Agencies will benefit from:

  • Guides & Reviews: Not sure which AMS to choose? Don’t have time to research 5 quoting platforms? We’ve done the work! Our guides help agencies compare solutions in minutes and include reviews by peers and experts.
  • Training: From monthly live coaching and Q&A sessions to on-demand classes, agencies will be able to use the lingo, get the most out of tools, and train their teams. Unlimited access includes the TechTips weekly insights newsletter.
  • Tools: Catalyit’s in-depth tech assessment provides agencies with a custom roadmap for success and the tools to get it done. Have the right tech stack? We have a guide for that too.
  • Community: Discuss trends, best practices, and challenges with peers, experts, and providers. With Catalyit, there’s an entire community of support and networking.
  • Consulting: Our team of experts can work directly with an agency.

While the full Catalyit website launches in June, agencies should visit today to download Catalyit’s Top 10 TechTips, sign up for launch notifications, and get on the list for a free tech assessment.

About Catalyit

Catalyit is the “go-to” technology resource for insurance agencies. In one place, we bring together world-class tech experts, guidance, solutions, training, and community to increase agency profits and customers’ experience. Through Catalyit.com, agencies access solution guides & reviews, training, assessments, and tools, a member community, and consulting. Our subscription-based membership site launches in June at Catalyit.com.

Be sure to sign up today so you can receive more information as it becomes available. I look forward to continuing our relationship on the Catalyit platform.

Check out Microsoft Sway as a Presentation Option

In the 80s, I convinced my father-in-law to spend some money on improving the quality and look of the physical insurance policy binders we created and delivered to clients. Some of you might know what I mean — the white notebooks with copies of a client’s paper policies along with a brief explanation. We paid to have custom tab dividers created for every primary line of coverage and a custom-printed cover that we could insert into the notebook.

Microsoft Sway

Because clients’ expectations for how information should be delivered are changing, a simple PDF document may not cut it anymore. You need to be exploring new options for presenting information (in proposals, coverage summaries, or newsletters) in an online multimedia environment.

For many of you, PowerPoint is your main presentation tool. Microsoft Sway may be an interesting option to test as a possible replacement.