A Fresh Perspective on Your Campaigns

We’ve made it easier to find and access the campaigns in your Connect™ toolkit that are currently active, and those you’re still working on to customize to your needs. Within the campaigns themselves, it’s now easier to edit specific sequences, categorize your communications, and quickly identify the status of each sequence. Your Main Campaigns Page […]


Revolutionizing Connect™ Messaging

Connect™ has turned your AMS or BMS into a communication machine, allowing you to automatically send emails, postcards, and text messages based on activity in your management system. Until now, you’ve only been able to build these automatic communications in the “Campaigns” tab, without the ability to schedule one-off messages to your contacts. We’ve heard […]

4 Ways Insurance Agents & Brokers can Keep Communications Going with Clients

4 ways insurance agents can keep communications going with clients

It’s time to poke the bear When it comes to maintaining ongoing communications with their customers, many independent insurance agents and brokers are as reticent to start sending out emails as they would be to poke a sleeping bear. “They’re already customers,” they think. “If I email them, they might remember they’re paying for insurance, […]

Revamped Dashboard - A New Perspective on Connect

Revamped Dashboard | A New Perspective on Connect™

We designed Connect™ to transform your agency management system into a communication tool. This summer, we spent some time discussing how we can give you more insight into how that integration is working for you every time you log in. Like a car dashboard, this new perspective will help you determine the health of your […]

You Should Call Yourself!

You Should Call Yourself!

They say a blog post should be at least 1500 words. Good news I’m going to save you some reading this time around. This particular insurance marketing concept won’t take that many words and to be honest this isn’t just an insurance marketing concept. When’s the last time you went to a pay phone, a […]

3 Questions You Must Ask To Make Your Customers Hearts Sing

3 Questions You Must Ask to Make Your Customers Hearts Sing

Imagine this. You’re pursuing a deeper relationship. With a date, for example. You know you have to communicate. In today’s world, a reliable flow of texts, emails, phone calls need to issue forth from your technology to the object of your desire. But it’s not just the frequency of communication that matters. What, ultimately will […]


How to Know if You Should Pick-up the Phone or Send an email

According to a Forbes article written by Larry Alton, Millennials prefer text and email over phone calls. Millennials as a whole are less formal, and this spills into the work environment. Especially when 53.5 million workers in the workplace are millennials (Pew Research Center 2015). Also, Millennials as a general rule use whichever form of […]