Management Blog

ACORD Forms Update (April 2017)
May 9, 2017
We've updated the below ACORD forms for users of our agency management system InsurancePro. Forms with New Revision Date 65 NJ 2017/04 replaces 2003/02 - New Jersey Property Insurance Supplement Read More
Managing Your Agency’s Data to Improve Results
April 25, 2017
I’m always surprised when I hear agents admit to not knowing their close ratio or retention rate. Or to have no clear idea of how their leads found them. Read More
What's in Release 6.0.39.22 of InsurancePro
March 29, 2017
These are the enhancements that are included in the latest release of agency management system InsurancePro (Release 6.0.39.22). Corrected an issue with check box not fully displaying in email setup Read More
Why You Need to Audit Your Agency’s Technology
March 23, 2017
Think about the technology you use in your personal life. How often do you upgrade your smartphone? Probably about every two years.  What about the other technology in your home? Probably not that often. Read More
5 Myths That Are Holding Your Agency Back
February 21, 2017
To stay on top of what’s happening in the industry, I read a lot. Trade publications, industry forums, social media, article comments, various newsletters. I often come away from this time with two thoughts. Read More
What's in Release 6.0.39.21 of InsurancePro
February 16, 2017
These are the enhancements that are included in the latest release of agency management system InsurancePro (Release 6.0.39.21).   Added masking for Social Security and driver's license numbers Read More
ACORD Forms Update (January 2017)
February 9, 2017
We've updated the below ACORD forms for users of our agency management system InsurancePro.   Forms with New Revision Date 64 DC 2017/02 replaces 2013/10 - District of Columbia Property... Read More
5 Steps to Secure Your Agency Data
January 24, 2017
We often hear about large data breaches on the evening news. Once again, hackers stole private information from a company’s database. Personal records, exposed and accessed.  Read More
3 Steps to Getting Back On Track with Your Agency Goals
January 17, 2017
It’s a truth universally acknowledged. Many of us start a new year with explicit resolutions. Another commonly accepted truth? That the year is barely started when we start to break our resolutions. Read More
ACORD Forms Update (December 2016)
January 5, 2017
We've updated the below ACORD forms for users of our agency management system InsurancePro.   Forms with New Revision Date 35 2017/01 replaces 2016/03 - Cancellation Request/Policy Release Read More
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