Data lies at the core of every successful insurance agency. Agencies use several forms of data to perform daily tasks. This information includes personal information, claims history, and paper attachments. All types of data that agencies use form part of each...
If you asked 100 insurance agency owners or agents what goal they consider a priority, probably all of them would say to sell more policies. After all, that’s what the insurance industry is all about. Yes, they want to build lasting relationships with the clients they...
Agencies store important information most commonly on a hard drive, rather than in a file cabinet these days. Offsite backup could be exactly what your agency needs, if you’ve had concerns about how secure your data really is. I recently ran across an article that...