Are You Really “Paperless”?

July 20, 2011

When I started first started selling insurance agency management software, one of the key indicators that agents needed us was the abundance of typewriters in the office. Some pointed questions about who had them and how they were used was an effective way to discuss the benefits of automation. I’ll never forget a discussion with [...]

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The Independent Agents Opportunity to Take Back Personal Lines

June 27, 2011

About this article: Independent agents can provide the online auto insurance shopper with a better value proposition than the direct carriers and thereby take personal lines business from them. Independent agents now have the technology tools available to write personal lines profitably and to increase their visibility online so that they can be found by [...]

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Agent Makes $686 A Month Using Phone App

May 16, 2011

I continue to write and talk about the need insurance agencies have to have one or more apps. Not many are listening, but here is an example of one agent that understands an app’s importance. Why don’t you have one or more? Need help understanding why you need apps? Let me know.We can discuss the [...]

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Combat Cybercrime and Protect Your Agency With Simple Security Steps

May 12, 2011

About this article: Protect your agency from cybercrime. The most potent tools to fight this threat are to keep a wary eye and practice proactive online security techniques and policies. Danielle Johnson, Vice President of InsurBanc, suggests several steps to protect personal privacy, banking information, and agency data, including adoption of recent advancements in banking [...]

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Paper or — PDF?

May 9, 2011

One question we all heard in retail stores beginning in the 90’s was the choice of ‘Paper or Plastic?’ Not to offend traditionalists, stores continued to make paper bags available, but also wanted to lower their costs by offering the choice of (much cheaper) plastic as a ‘better environmental choice.’ Now that plastic is the [...]

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Take Your Agency to The Next Level 2011

May 4, 2011

There is still time to register for this event. Learn how to make your agency more competitive and profitable through the latest technology and beyond by attending the Take Your Agency to the Next Level 2011 seminar. Learn how to gain a competitive edge and increase your profitability through the latest technology and beyond by attending Take Your [...]

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E & O Considerations for the Automated Agent

March 16, 2011

About this article: A noted law firm specializing in agencies’ E&O defense work  provides several recommendations as to how agencies can use their technology most effectively to protect against E&O exposure. By: Jim Keidel, Weldon & Cunningham, LLP Technology is providing agents and brokers (“agents”) today with several tools to increase sales and profitability, as [...]

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The Power of An Annotation

March 9, 2011

Most new Docstar customers choose to do what we refer to as “Front-End Scanning” to get documents into their system. This means that the mail is sorted and scanned on arrival, and is presented for servicing in electronic form. Our clients find this to be a very efficient way to distribute documents and ensure that [...]

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Microsoft Tag vs, QR Code

March 2, 2011

We have had previous posts telling you about QR Codes and their uses.  There are also Microsoft Tags.  While both do essentially the same thing there are differences in structure, look, capturing, etc. I see both of these codes more and more. They are a great resource on printed materials to direct the reader to [...]

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Why is Twitter More News Medium Than Social Network?

February 23, 2011

Mike is the founder of  WebWisedom LLC ; an Enterprise Social Technology/EMarketing/E-Business consultancy, WebWisedom is helping sales and marketing organizations develop customized sales and marketing strategies leveraging Social Technologies within the unique environments of the organization and its markets.  This post is a response Mike provided on Quroa.com and thought this would be an appropriate post for [...]

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