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eBooks, Guides & Infographics

Ebooks & Guides

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Insurer Connectivity: Connecting the Business of Insurance Through Data Exchange (SlideShare)

Rapid transformation and innovative new technologies are changing the insurance industry. In this new digital marketplace, insurer connectivity is crucial to stay competitive and drive growth. The...

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The Digital Agency: Developing a Digital Transformation Plan (SlideShare)

A new competitive landscape and changing consumer preferences require new business strategies. To grow and thrive during the digital transformation of the insurance industry, agents need to...

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Insurer Connectivity: Connecting the Business of Insurance Through Data Exchange

An important component of being a digital agency is insurer connectivity – the ability to communicate and exchange data securely and seamlessly from insurer systems directly to...

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The Digital Agency: Developing a Digital Transformation Plan (eBook)

To thrive today in a time of digital transformation, agents must seriously consider their technology options and develop a digital transformation plan. It’s no longer viable to...

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Working Smarter: Finding Agency Productivity Gains

Changing insurance marketplace dynamics require you to do more for your business and clients in less time. By focusing on productivity, your agency could experience positive operational...

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Top 10 Productivity Books

Learn techniques that can maximize your productivity potential, help you reduce stress and anxiety, and organize your workflows to improve you overall efficiency.

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Data Security and the Cloud

Data Security is critical to the health of any business, and with the cloud, you can protect sensitive information and client records with the very latest in...

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Guide to Data Analytics: The Trend That's Reshaping the Insurance Industry

Information you need is in your management system –- you just have to understand how to use it. Read this guide to learn what data analytics is,...

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The Cloud: Why It Makes Sense for Your Business

The cloud is no longer an IT consideration alone – it is fundamentally changing the way executives across departments view and manage their business, creating new business...

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Guide to Creating a Quality Customer Experience

A successful customer experience involves responding to and anticipating customer needs to ultimately earn trust and loyalty. Today, digital technologies such as online self-service and mobile provide...

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Guide to Reaching the Millennial Consumer

Today's agents must learn to meet millennial expectations and demands with innovative technology, but also remain a trusted advisor. An independent survey and millennial agent interviews provide...

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Illustration of a millennial male sitting on the floor working on a laptop.
Why Millennials Matter

The fastest-growing generation of consumers and employees is millennials. Individuals born between the years of 1980 and 1996, they have captivated the consumer marketplace and are becoming...

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Guide to Keeping Your Agency in Business When Disaster Strikes

Could your agency withstand a catastrophe? Cyber attacks, theft and damaging weather can happen without warning. In such an event, downtime can be detrimental to any business....

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Guide to Online Customer Self-Service Applications: Top 10 Considerations

An effective online self-service software application provides the multichannel service your customers expect. Before adding online self-service, it's important to consider these 10 things.

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Guide to Understanding the Cloud

What is the cloud? Use this guide to learn what the cloud is, why adoption of the cloud is steadily rising among small and medium sized insurance...

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Guide to Understanding Multichannel Engagement

Insurance agencies can no longer rely on connecting with consumers through the traditional methods of yesterday. Today's consumers demand and expect instant access to information anytime, anywhere....

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Business Continuity Guide

Your agency is in the business of helping customers when they need it most. But has your business thought through how to support them effectively and manage...

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9 Essential Apps for Independent Agents

See how mobile applications can streamline your business processes. There's an app for almost anything you need - from faxing and scanning documents to scheduling and organizing...

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