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More clients shouldn’t mean more data entry. Agencies that gave a figure lose about 300 hours a year to manual data entry. Here’s how to calculate your insurance agency’s number, and how others are getting those hours back.
It’s 4:40 on a Tuesday afternoon, and Cathy is typing a quote into a carrier portal.
She’s the office mana...
36 years in business. Family roots. A staff that had to be convinced before they became believers.
Nicole Clegg runs marketing at Kingsgate Insurance. She isn’t licensed, and she’ll tell you
that before you ask — it’s part of why she sees the agency’s daily grind from a different
vantage than the staff doing ...
InsuredMine AI Voice Agent: Every Call With a Next Step
Customers rarely leave an agency angry. They leave because nobody called.
The renewal date came up in a heavy week. The quote request sat until Thursday. Nobody dro...
Every agency can tell you what it wrote last month. Very few can tell you what it lost, or why. For HPM Insurance, one of New Hampshire’s largest independent agencies, that question became one of the most important in the business.
The Goldilocks Agency
HPM has grown through nine, ten, eleven acquisitions since 2011, expanding f...