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 […]

The Importance of Strategic Branding

The Importance of Strategic Branding

What’s the vision you have of your insurance business? In the ideal world, what does your end game look like? In order to answer these questions, and more related to your business’ growth, strategic planning is critical to staying on track and reaching your goals. Branding The most crucial aspect of branding and the vision […]

9 Insurtech Leaders Predict the Future: What Agents & Brokers Must Do to Fight Back

9 Insurtech Leaders Predict The Future: What Agents & Brokers Must Do Now to Fight Back

The insurtech controversy. Will it hurt agents? Can they survive? Or – best case scenario – will the tsunami of new technology help agents thrive like never before? Clearly, most insurtech is hostile to the agent-broker channel. But, some see a silver lining. (Myself included.) That silver lining looks like this: Agents and brokers who […]

How to use social media to build stronger relationships

How to use Social Media to Build Stronger Relationships

How to use Social Media To Build Stronger Relationships Social Media isn’t about blasting your company’s sales pitch on a social platform. It is a two-way channel where you have the opportunity to build and enrich relationships with your customers and prospects. Why Social Media? Social media platforms continue to grow and we spend more […]


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 […]

5 ways for insurance agents & brokers to save time & get more done

5 Technologies To Save Time & Get More Done

The agency/broker channel is under plenty of pressure. We all want teams that act like champions. A culture of productivity. Better communication. Less wasted time. But if we just throw that pressure on our team, they’ll push back. And if we just throw it on ourselves, we’ll burn out. These are problems that a lot […]

Bill Hartnett - President of Hartnett Advisors, Microsofts Godfather of Insurance Services

[Transcript] Bill Hartnett – President of Hartnett Advisors

Michael Jans: It is my pleasure to introduce Bill Hartnett. Bill, thank you so much for joining us, how are you today? Bill Hartnett: I’m great Michael, it’s really a pleasure to join you. Thanks for inviting me. Michael: All righty. I will give just a little bit of background for people who don’t know […]

3 Ways to boost your insurance agency or broekrage's top line revenue. 1 hard. 2 easy.

3 Ways to Boost Your Agency’s Top Line Revenue. 1 Hard. 2 Easy.

Marketing is the way you tell your marketplace, ‘I want a relationship with you.’ (How else will they know?) Hopefully, it answers an even more critical issue: ‘Here’s why you might want a relationship with me.’ And, presumably (just like dating!), you show them you’ll deliver value. Solve problems. Be respectful and trustworthy. Dr. Steven Covey […]

7 neat tricks to automate your agency or brokerage

7 Tricks to Automate Your Agency or Brokerage

1. Automatically send a text message when your customer’s email no longer works Connect’s rich Event Engine allows you to quickly react to changes with your customers. Our Invalid Email campaign automatically detects when a customer email goes bad and alerts your staff so they can contact the customer to fix the email. 2. Alert […]