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Knowing your customer is essential when you’re in the small commercial insurance industry. Small business owners want to work with great carriers, and understanding their needs gives you the insight required to serve them properly.  There are five primary small commercial…

When a potential policyholder needs small commercial insurance, he or she follows a basic process. While each person is unique, buying decisions remain relatively similar. Understanding this process can assist you in your marketing, communication, and core systems, to better support…

When working in the small business commercial insurance industry, you can and should take advantage of the opportunities available to differentiate your business while providing policyholders and potential policyholders with a great experience. The insurtech sector has been diligently working to…

When potential policyholders visit your website, there is one ultimate goal.  You want them to complete their application and eventually enroll in your insurance plan.  The issue comes into place when visitors start the application, yet don’t finish it.  There are…

There’s often one big hurdle between a potential policyholder being interested in your insurance service and making the decision to sign up. Here’s a hint, it isn’t solely the financial investment. Completing the online application is a hindrance for many, which…

Create your own user feedback survey

In an insurance market, credit data and credit-based insurance scores are often used to underwrite personal lines insurance. Insurers are always looking for ways to make the most out of the data they buy. One well known phenomenon affecting personal lines…

At a recent conference, the following near-term goals were shared by a major carrier leading the charge to transform small business insurance at the point of quote. Generate renewals automatically with 3rd party data validation 85% of BOP submissions will not…

Did you ever groan at your computer for taking more than 2 seconds to load a document, delete a voicemail that goes on for more than 20 seconds, or get annoyed when a text isn’t answered in 2 minutes? If so,…