CRM-versus-Agency-Management-Software

CRM versus Agency Management Software
Insurance agencies have lots of choices when it comes to technology. Take insurance agency software. These platforms come in all shapes and sizes. Well, not so much shape...
October 7, 2019
Presentations-Part-II

Powerful PowerPoint Presentations (Part II)
Last month my California Broker column  (and blog post) offered advice on how to make better PowerPoint slides. That column focused on what to say; in the March issue ...
March 2, 2020
Thinking-About-Having-Staff-Work-From-Home

Thinking About Having Staff Work From Home?
Here's an interesting trend. Businesses large and small are encouraging employees to work from home. Reports show remote workers are as or more productive than those who ...
March 10, 2020
agency-management-system-with-CRM

NextAgency Principles: Part I
NextAgency is a powerful agency management system with CRM, marketing and commission management tools designed to save life and health agencies time money and clients. ...
August 27, 2017
Engage-Insurance-Clients-with-SMS

NextText: Engage Insurance Clients with SMS
What tools are you using to drive your customer engagement and ROI? As an agency it’s imperative to have effective and efficient communication with your clients. Did...
April 12, 2020
Flexible-Insurance-Agency-Software

Do You Have Flexible Insurance Agency Software?
Take any two health insurance agencies. Or life insurance agency. Or Medicare agency. They may look alike to an outsider. However, I guarantee you, they're not. Insura...
July 20, 2019
Presentations-Part-I

Powerful PowerPoint Presentations (Part I)
One benefit of writing a monthly column for California Broker magazine is that I get to address pet peeves. In the February issue, my column, offered advice on how to cr...
February 2, 2020