Webinar Recording: OnBoarding New Clients

Sponsored by AgencyBloc

A Welcome Kit is Great, but…

Many agencies have created a welcome kit they send out to new clients. Steve will highlight what can be included in your kit. He will also provide ideas on other actions you can take to engage your new client so they will never think about leaving.

What technology can you use to create a great customer experience?

Steve will talk about the benefits of using an agency management system with email marketing capabilities to manage the onboarding process.

What multi-media is available and how should I use it?

Creating a great customer experience means using more than just email. Steve share some ideas on how you can incorporate video, on-line learning courses, mobile apps, client portals, and who knows what else. All of these are ways to engage your new client with your organization.

Drones, Risk Management and Insurance – What You Need to Know

Steve Anderson LinkedIn Influencer
April 21, 2015

The use of drones by commercial companies will require the proper insurance coverage. This is an opportunity for insurance agents and brokers to demonstrate their risk management expertise and, at the same time, create new business.

If the job is dull, dirty or dangerous, then it is likely you will use a drone.

Read the full article at:


Applied Systems Agency Productivity Survey

The pace of business in today’s insurance marketplace continues to rise, requiring independent agencies to operate as efficiently and effectively as possible to grow their business. Applied Systems (and myself) are interested in hearing from insurance agencies like you on the types of strategies, tools, and tactics your organization uses day-to-day to increase staff productivity while growing your book of business. To participate in the survey simply click on the link above.