Discovering Your Ideal Client
Insurance Agency Intelligence Blog
by Ted Stuckey
8M ago
In today’s market, it is nearly impossible to be everything to everybody. It’s inefficient at best. From the nuances of mastering a wide variety of carrier appetites to closing more sales—defining and identifying your ideal client is imperative. There are a variety of things to consider as you define your ideal client. Ultimately, what makes ..read more
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EPayPolicy’s New Product – Finance Connect
Insurance Agency Intelligence Blog
by Justin Jaksha
1y ago
NEW PRODUCT RELEASE: Introducing Finance Connect We’re thrilled to announce the addition of Finance Connect to our suite of insurance payment and reconciliation products for insurance companies. Finance Connect enables insurance companies to offer premium financing options – with their existing premium finance partners – at the point of online checkout for their insured customers. “Premium financing ..read more
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I Want to Buy – Now What?
Insurance Agency Intelligence Blog
by Carey Wallace, CEPA®
1y ago
The best place to start in evaluating a potential acquisition is with you and your own agency. If you are clear on what you are looking for in an acquisition, the process of evaluating opportunities becomes much more efficient and effective. Ask yourself these important questions:   What are your current agency goals?   How does this ..read more
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Introducing: CheckMate
Insurance Agency Intelligence Blog
by Justin Jaksha
1y ago
We had to change our mission. And get rid of a dinosaur. When ePay began, our website boldly claimed that we were “on a mission to replace paper checks for all agency billing.” We commissioned a local mural artist to design a massive mural in our office, featuring a giant Godzilla-esque dinosaur burning paper checks ..read more
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What Is Commercial Insurance Premium Financing?
Insurance Agency Intelligence Blog
by Davie Holt
1y ago
Insurance premium financing is an ideal solution for insurance providers, agents, and brokers looking to provide the best possible service to their insureds. With a commercial insurance loan, insureds can easily maintain liquidity and access policies that might otherwise be outside of their purchasing capacity. What is business insurance premium financing? Business insurance premium financing ..read more
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New Year’s Resolutions for Insurance Agents in 2023
Insurance Agency Intelligence Blog
by Davie Holt
1y ago
What are your professional resolutions for next year? Maybe you want to take your insurance game up a level and streamline your operations? Or maybe you’d like to implement new tools to help you provide even better service to your customers? Whatever your professional resolution is, IPFS® is here to support you with our Legendary ..read more
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7 Insurance Industry Predictions For 2023
Insurance Agency Intelligence Blog
by Anamaria Cifuentes
1y ago
We spoke with insurance industry experts and leaders to see what they’re expecting to see in 2023. Though the industry may face some challenges this year, like social inflation, there are also many opportunities to grow and expand your business. Investments in technology, customer relationships, and AI will surge this year. For the insurance industry ..read more
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The Latest Version of GloveBox is Now Available
Insurance Agency Intelligence Blog
by Andy Mathisen
1y ago
It’s a great day at GloveBox! Our mission of providing the independent insurance channel with a premium client experience platform continues to take shape. Over the past many months, our team has been working on extensive updates to the platform in preparation for this release. You will experience a fully redesigned user interface that concentrates ..read more
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Agency Bill Or Direct Bill: It Pays To Prepare For Both
Insurance Agency Intelligence Blog
by Anamaria Cifuentes
1y ago
The vast majority of personal lines today are direct bill  The choice of billing is up to the carrier or the MGA, not the agency ePayPolicy set out to automate the agency bill process to support the payment process of insurance companies A lot of policies that are now direct bill may ultimately become agency ..read more
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Are YOU the Future?
Insurance Agency Intelligence Blog
by Carey Wallace
1y ago
Keeping and retaining talent has been on the minds of agency owners from the day I entered this industry.  It has remained in the top 5 concerns of agency owners in literally every survey I have ever read. With the current movement in our workforce, my guess is this topic will remain at the forefront ..read more
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