Search found 21 matches
- Wed Dec 15, 2010 3:26 pm
- Forum: Opinions
- Topic: Credit cards for commercial
- Replies: 4
- Views: 4741
Re: Credit cards for commercial
As mentioned in the prior comment, traditionally it has be very hard for an agency to justify the charges incurred when accepting a CC for payment of premium. There is also the issue of taking a conditional payment to allow time to verify the policy is actually in force. There is one company I am aw...
- Tue Dec 14, 2010 1:11 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2792506
Re: Agency Management System
You are correct, there is a lot of information to digest when trying to figure out the best agency policy management system for your organization. Impowersoft’s Aspire is a new vendor and product with a web architected policy management system. You should contact them through their website for a dem...
- Fri Nov 05, 2010 3:16 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 243
- Views: 2792506
Re: Agency Management System
There is not a "Best Agency Management System." But there is a best system for your agency. I have helped many agencies go through the process of selecting a system and have created an email course that will help you think through some of the issues. It is available at no cost at http://ww...
- Fri Jun 04, 2010 12:03 pm
- Forum: Opinions
- Topic: Online Insurance and Leads
- Replies: 23
- Views: 36220
Re: Online Insurance and Leads
Purchasing online insurance leads is working for some agencies, but only because they have a marketing system in place to manage the follow up process. Here are a few thoughts to help you begin strategizing about how you can develop a marketing program or enhance your existing programs. Measure ever...
- Wed Dec 23, 2009 12:13 pm
- Forum: Opinions
- Topic: Agency Advantage
- Replies: 18
- Views: 19108
Re: Agency Advantage
Choosing the best agency management system for your agency is perhaps the most important decision an agency owner can make. Unfortunately most agencies don't take the time necessary to properly evaluate all the options that are available to them. I have been able to identify 36 different products fr...
- Wed Jun 18, 2008 2:35 pm
- Forum: Opinions
- Topic: Insurance rating software
- Replies: 35
- Views: 44272
Re: Insurance rating software
The business model for the traditional comparative rating vendors is undergoing significant change. The traditional process of a vendor calculating rates for multiple companies (called manufactured rates) and displaying them for agents no longer works primarily due to credit scoring. The new model t...