Onboarding lays the groundwork for your client-agency relationship. Discover eleven insurance onboarding tips that can help you retain clients long-term.

Smart lead generation is essential for growing your insurance agency. Read this post to equip yourself with the right strategies for 2022.

With the anticipated growth in the global insurance market, embracing advanced technology, along with best practices in marketing automation for insurance, will enable agencies and brokerages to achieve rapid and sustainable growth. Insurance is one of the most competitive industries in the world, and the global insurance market is projected to grow at a 9% […]

In today’s competitive insurance landscape, personalized insurance automation and data-driven strategies are essential. That’s why we’re proud to announce our partnership with HawkSoft, the Oregon-based leader in agency management systems for independent insurance agencies and brokerages. Together, we’re empowering agents and brokers to streamline workflows, communicate smarter, and drive measurable growth. As HawkSoft’s first API […]

The ongoing Automation-as-a-Service revolution is forecast to register an annual 26.9% growth by 2026.  In order to grasp its importance and size, we should briefly look back on its background: the Intelligent Document Processing (IDP). At its beginnings, it meant little more than a process of machine-encoded character conversion.  Over the years, however, IDP has […]

The Insurance Agent’s Guide to Minimizing Errors and Omissions (E&O) Risks &O insurance coverage to protect themselves against professional liability. E&O insurance protects businesses from client claims related to negligence, mistakes, or failure to deliver services as promised. The average cost of E&O insurance—also known as professional liability insurance—is around $60 per month or $735 […]