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| ACT State Technology Liaisons Group |
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| Enhance Your Bottom Line with Technology |
| More agency owners/managers will see a higher return on investment in technology systems if they help employees approach workflow in a new way. Employees must understand how to fully utilize the management system. And they need training and a defined path of work. In this article agency consultant Patricia Alexander gives practical advice on leveraging technology and workflow. Most agents wont need to invest in yet more technology to make these changes! |
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| Going paperless |
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| Increasing Agency Productivity & Profitability Using Best Practices Processes |
| The best agencies today are not only focused on increasing sales, they are implementing best practices in their operations to ensure productivity is maximized. The âBest Practices Guide to Agency Business Processes and Information Managementâ provides CEOs and managers with critical indicators to assess current operations and offers tools for process improvement. The guide is designed to assist agencies of all sizesâ"from the main street community agency to the largest most complex commercial or benefits departments. |
| Independent Agencies Making a Paradigm Shift |
| Strategic Future Issues Work Group had a focus group with ten Generation X independent agents attending the Big I Young Agents Conference in San Diego this past September. Facilitated by agency consultant Steve Anderson, we probed the young agents on how they see their customers expectations changing and how they believe their agencies will need to respond. Most interestingly, these agents agreed that their agencies should make a paradigm shift to remain competitive in the future and made several recommendations as to how the carriers could help them in this transition. |
| Is there a blog in your future? |
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| Positioning Your Agency Successfully on Internet Search Engines |
| The Internet has become the place we look first for goods and services. It is no different for consumers and businesses looking to find a new insurance provider or information from their current agent or company. The fact is the Internet is radically transforming how businesses establish their brands and market their products. Whenever a massive change like this occurs, it creates a genuine opportunity for businesses that seek to understand it and then change their strategies to take advantage of it ahead of competitors.
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| Protect Your Clients with Secure Email Using TLS |
| While using Real Time is the best option for moving sensitive client data between agents and carriers, independent agencies and carriers still must use email in certain circumstances and are in need of workflow friendly secure email solutions. Proprietary email solutions create inefficient agency workflows, require the retention of additional passwords, and require agents to go to the carrier Web site to retrieve email. Agencies and carriers are encouraged to implement a much more efficient and cost effective approach to secure email by enabling their email servers for TLS (Transport Layer Security) email encryption. This article explains how TLS works. |
| Real Time Campaign Leaders Offer New Years Resolutions For Agents, Business Partners |
| More independent insurance agents and brokers should resolve to work smarter in 2008, according to an industry coalition. |
| Real Time Talking Points |
| It is critical for agents to advocate for Real Time with their carriers-- both large and small. Also, make sure and send a letter or email to your companies' senior executives when they provide your agency with Real Time functionality. This will encourage the company to provide you with new transactions for more lines of business. The talking points will assist agencies when meeting with carrier executives or marketing representatives to press these points. Make sure to bring up these issues at agency council meetings, marketing meetings, and when you see your carriers at conventions and other events. It is important to note that several smaller carriers have implemented Real Time transactions, proving that even smaller companies can implement Real Time cost effectively. |
| Real Time: A Feature of Distinction |
| Do you want to provide superior customer service to your clients? Do you want to improve productivity? These are proven results that you too can achieve by implementing the Real Time features available today. |
| Real Time: The Next Major Advance in Agency Workflow |
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| Real-Time Download Campaign Steering Committee |
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| Taking Real Time to the Next Level |
| This month's ACT article discusses the progress the industry is making with Real Time and provides tips on how the industry can increase Real Time usage among agencies and carriers. The article reflects the discussions at several recent industry meetings. |
| Taking Time to Work on the Business |
| 135 dedicated agents and industry representatives attended the recent ACT and AUGIE meeting and discussed the progress being made with Real Time implementation and the need for more attention to the quality of Real Time and Download implementations. The article also discusses the other top process improvement priorities the participants voted the industry should tackle in 2008. |
| Ten Things Agents Should Know about SEO |
| Like an inviting, easy-to-spot storefront on Main Street, independent insurance agents and brokers must be visible online. Unlike popular belief, most agencies dont need a big budget to optimize their sites for search engines. This ACT article explains search engine optimization (SEO) and provides a how-to overview. |
| Top 10 Reasons to Use an Agency Management System |
| Todays agency management system is the central hub for an independent agencys information and helps to standardize the agencys workflows. The latest ACT article, written by ACT Chair Angelyn Treutel, discusses the top ten ways in which agencies benefit from using such a system. It also provides a great checklist for current users to make sure they are taking full advantage of their systems major capabilities. |
| Web 2.0: Empowering a Cultural Transformation |
| Many independent agency owners are wary of the hype around online social networking, but they should think about them as todayâÃÂÃÂs business-building tools. Younger producers will want to take advantage of them to grow their books. This ACT article outlines some new social networking tools and how they are changing our world. |
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