April 30, 2019

Increase Retention and Consolidation with Relationship Marketing Strategies

Relationship marketing is more than just shaking hands and remembering birthdays. It involves a continuing effort to provide a unique and delightsome experience that takes a prospect through their initial engagement with an agent and creates a satisfied client that will continue to be an asset and advocate for years to come. A major aspect […]

What Does Marketing Mean in 2019? - Part 1, Acoustic Edition

March 26, 2019

What Does Marketing Mean in 2019? – Part 1, Acoustic Edition

Insurance marketing in 2019: believe it or not, it’s not all about social campaigns, email targets, and trendy digital media tactics. In February, Agency Revolution hosted a Live Webinar Roundtable titled “What Does Marketing Mean in 2019” to delve into the topic, because it’s something that’s more and more prevalent in the independent insurance space. […]

February 21, 2019

[Transcript] What Does Marketing Mean in 2019?

Rick Fox: Good morning everybody. Welcome to our latest edition of the live roundtable webinar here from Agency Revolution. Today’s topic, Marketing In 2019. Very excited for the panel we have. I’ve been anxiously looking forward to getting this group of gentlemen together and having this conversation as marketing becomes more and more prevalent in […]

How to know it's time to automate your marketing needs

February 12, 2019

How to Know It’s Time to Automate Your Marketing Needs

As an insurance agent or broker, you know how hectic a typical workday can be. Staying up-to-date with industry trends, working with clients and just keeping things going takes up most of your time. You’re busy enough with being an insurance professional, so how can you be expected to be a marketing pro on top […]

February 7, 2019

[Transcript] The 5 Levels of the Modern Insurance Agency

Michael Jans: Hello everybody, this is Michael Jans, co-founder of Agency Revolution. I want to welcome you to the Connected Insurance podcast, presented by Agency Revolution, creators of the most powerful marketing and communication software built specifically to meet the needs of insurance agencies and brokerages. If you believe, and I’m sure you do, that […]


February 5, 2019

5 Keys to Building a Great Client Experience

We talked with Jeff Roy, President & CEO of the Excalibur Insurance Group in Canada, about what it takes to thrive as an “insurancepreneur” in 2019 and beyond—his take: Stop selling insurance and start building a brand experience that seamlessly delivers on your clients’ wants, the way they want them. 1. Tech is great… But […]

Glimpse the Future with Greg Williams

January 22, 2019

Glimpse the Future with Greg Williams

How many times have we wished for a crystal ball so we could see what the future holds for us? And similarly, how many times have we looked back with regret, chastising ourselves for failing to notice the moment when our world began to change? In a recent episode of the Connected Insurance Podcast, our […]