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04/13/2020 · 6 min read
Fix lead process before lead spend. Contact every fresh internet lead inside five minutes, run a five-touch sequence across call, text, and email in 72 hours, track close rate by source, and apply automation to retention too. Lead quality matters less than lead process.
04/10/2020 · 6 min read
Travis Gensler runs a tech-forward agency by building three things: digital intake so prospects can start the process at 10 PM, automated multi-channel follow-up, and renewal and retention workflows that run without the owner. Same leverage logic as the lawncare business he ran at fourteen.
02/28/2020 · 6 min read
Raghav Tanna built Tarmika, a commercial lines comparative rater, after years of manually entering the same data across multiple carrier portals as a producer. Agencies writing commercial lines without a comparative tool burn hours per quote and lose deals on speed alone.
02/07/2020 · 7 min read
Start with the operational pain, not the tool. Sort tech into two buckets: sell-more (CRM, lead management, digital marketing) and serve-better (client portals, automated renewals, text messaging). Spend 10x on training what you spend on the software. Measure adoption first, then results.
08/23/2019 · 6 min read
Todd Braeger reinvented insurance workflows by automating the decision (not just the action), starting at the biggest bottleneck (usually lead response), and running every automation parallel to the manual process for two weeks before cutover. Never automate the moments that need empathy.
05/27/2019 · 6 min read
InsurTech wins where the work is commoditized (personal auto, renters) and loses where it is complex. Independent agents survive by leaning into commercial lines, high-net-worth, and consultative coverage, then using back-end automation (raters, CRMs, remarketing) to one-person-leverage a book that used to need three.
02/13/2019 · 6 min read
Accounting technology like QuickBooks plus accountability systems make insurance agents stronger by automating monthly profit reports, connecting sales metrics to financial data, and putting close rates, retention, and revenue on a team dashboard everyone can see.
02/06/2019 · 5 min read
Trademark your agency name with the USPTO, write a privacy policy that matches your actual data practices, and have an attorney review every producer and vendor contract older than three years. A few hundred dollars upfront prevents five-figure problems later.