Author Archive

Six Tips to an All-Star LinkedIn Profile

LinkedIn has become the standard social media platform for business leaders to communicate, collaborate, and engage new customers.  Developing your own personal profile is essential to reaching key business contacts, potential clients and finding new opportunities. LinkedIn allows you to share information about your interests, accomplishments, and experience through recommendations, skills, experience, groups and posts. 

Google Goes Mobile… Have You?

On April 21, 2015, Google announced they are now measuring websites based on mobile-friendly access. Ok, so, what’s the big deal? What does this mean to you? In case you haven’t noticed, most people now have smart phones, tablets, and yes, even smart watches.  Gone are the days of looking up your information in the

How Do Consumers Find

  Many of us might wonder, “How do consumers find” Without the huge million dollar marketing budgets of the direct writers, how can we compete in the digital world? Well, continues to expand their knowledge and expertise in the world of search engine optimization (SEO) and digital marketing to drive consumers to the

How to Improve Local Search

If you have not noticed, local search has become the dominant way search engines are displaying search results.  One of the main reasons for this approach is the massive amount of smartphones and tablets that are being used by consumers for on-demand searching.  Just take a moment and think about how we find information. Today,

Does My Agency Need a Security Plan?

Over the past decade, our industry has focused on disaster, perpetuation, workflow, and operational plans.  Each of these serves a purpose and is crucial to agency operations.   Security planning is no different.  As insurance agents, it is our responsibility to make sure that we protect our client information to the best of our ability.  Advancements

Great Ideas for Gathering More Reviews for Your Website & Social Media

As social media has begun to dominate our lives over the past few years, online reviews have become an important factor in how we select products and vendors. Consumers looking for an insurance agent to meet their needs is no different. As independent agents, we need to take the time to establish a strategy for gaining

Preventing a Data Breach

With the continued focus on recent data breaches, I thought it would be a good idea to discuss some of the prevention methods agencies can use to avoid a breach. Passwords – Creating a strong password is the first step in protecting your data, along with regularly-scheduled password changes for your systems. Most carriers now

What is eSignature?

Over the years we have used pen and paper to authenticate a document with our signature. One of the most recognized signatures is, of course, that of John Hancock on the Declaration of Independence.

5000 Websites: What Have We Learned?

I just completed a very informative webinar with Laird Rixford, President of ITC. ITC partners with IIANC to help agents create effective websites and manage their digital presence. Laird spoke on the evolution of website development.

Scanning: Which Method is Best For Your Agency?

Scanning has been a hot topic during many of my recent agency visits.  Many agencies are reviewing their current scanning procedures while others are just beginning to examine the scanning process.  Over the years, three major scanning workflows have developed for acquiring documents into our management systems.  Many agencies want to know which method is