How to Easily Organize Information with WorkFlowy

Over the years, I have experimented with multiple tools to capture thoughts and information for both when I’m in the office or when I’m on mobile. I find that the best applications allow me to capture my thoughts quickly and will enable me to organize the information quickly.

Workflowy

I discovered WorkFlowy a few years ago and used it for a while, but for some reason, I put it aside. A conversation with a friend a couple of months ago about how they are using WorkFlowy effectively brought it back to mind. I find I’m using it extensively now to capture and organize thoughts and information for several big projects I am working on.

How to Buy and Install a Security Certificate on Your Website

Recently, I received this question from a long-time Texas subscriber about getting a security certificate:

SSL Security Certificate

Steve,

On July 1, Google will begin marking all sites that have not migrated to HTTPS as “not secure” in its Chrome browser. I want to move my website to HTTPS, but I’m not sure which of the three different SSL Certificates I should purchase: Domain Validation (DV) certificate, Organization Validation (OV) or Extended Validation (EV).

I’m sure that many agents are not even aware of this coming change and the potential negative effects it will have if they do not switch. I could certainly use some help in understanding the different types of certificates and what they do.

Thanks, Joe D.

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I’ve written quite a bit over the last couple of years about why your agency website needs to be secured. Joe’s question again highlighted the importance of this issue because Google is taking a hard-line stance. You can find two previous articles here and here.

“Does Your Agency Need a New Agency Management System (AMS) – Episode 014”
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 discuss reasons why your agency may be in need of a new Agency Management System (AMS).

You will learn:

  • How often you should evaluate a new AMS
  • Specific issues that could indicate it’s time for a new solution
  • How to get your colleagues’ support

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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.
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Full Recap

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Use Visme to Create Engaging Visual Content

Creating engaging visual images for articles and social posts are a great way to capture attention. It is estimated that people can process visual information ten times faster than reading the text in articles.

Visme Graphics Platform

That’s why over the years I have written several articles about tools to help you create Infographics, Word Cloud graphics, and other visuals that help communicate the core concepts quickly. One of the tools I’ve written a lot about is Canva. If interested, the links to several articles are below:

Canva is a stable and mature product and can be very useful.

The Visme Platform

However, I have been experimenting with a new graphics creation platform over the last few months that has become my new go-to tool for creating visual content. I can create infographics, presentation slides, and images for articles posted on my website. That tool platform is called Visme.

“The Digital Broker Podcast – Episode 013: How To Measure and Improve Customer Satisfaction (Featuring Eric Wistrand)”
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 talk with Eric Wistrand of Couch Braunsdorf Insurance Group about measuring and improving customer satisfaction.

Eric explains how his agency utilizes a survey known as Net Promoter Score (NPS) to drastically improve their client experience.

By listening to this episode, you’ll learn:

  • How Net Promoter Score (NPS) surveys work
  • How NPS can measures customer satisfaction
  • How NPS can positively impact agency employees and culture
  • Best practices for getting started with NPS at your agency
  • How to properly execute NPS and integrate it into your agency’s operations

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