Policies in Force retention (PIF retention) is a primary factor in driving profitability in the insurance industry. This article examines how agencies and carriers can maximize profitability by improving retention. What Are The Options for Increasing PIF Retention? For agencies there are two primary options for increasing retention, re-marketing and selling value. For carriers…
The tech stack for insurance agencies is complex. Too complex. An example of the unneeded complexity is the user interface for managing customer data. Whether using an AMS/CMS, or CRM, or both, the functionality is almost identical. Both put a user interface on top of a data base for managing policyholder and prospect data. Yes,…
After attending several HUG national and regional meetings, the common complaint about automation software is “it’s too hard to use.” Whether users are from Columbus, Salt Lake, Syracuse or Milwaukie, they are all suffering the same issue. In Cleveland an agency team member explained how the agency owner assumed the burden of using the automation…
If you’re reading this, you’re in the insurance industry. If you’re in the insurance industry, you’ve recently heard some variation of “where did all insurance superstars go?” Stated another way you might hear, “I can’t find good people,” or even “I can’t find people” or “nobody wants to work anymore.” Whether the question is with regards…
We’re often asked ‘is it really possible to be both the most advanced automation system and the easiest to use?’ Yes, it is. But, rather than just talking about it, we decided to demonstrate our system and let you decide. Watch this webinar to witness two agents showing how their agencies use ValChoice. Software Designed…
The holidays are here, and we’re celebrating with a holiday discount. Here’s what you get: The easiest automation system to use, bar none This is so easy to use, users don’t even need to be trained. The number one most effective automation system. Agencies using our system are benefiting from an 80% reduction in requests…
The psyche of selling and being sold to is complicated. I must admit, I think of myself as a bit of an expert in this field. The reason I’m a self anointed expert is because I’m a really poor sales person. Surprisingly, for nearly 15 years my business card had a title that included “sales,”…
“Are We Re-Marketing Too Much?” This is the question many agents and agencies are asking these days. Rapid rate increases are leading policyholders to request their agent to re-shop their business. However, is that the right move for the policyholder? And, is it the right move for the agency? This article considers re-marketing from both…
This blog post summarizes Kenny Hendrick’s interview of Kelly Endicott, owner of K & M Insurance, on how her agency uses ValChoice. This podcast was posted to Spotify, Apple and YouTube as part 2 of HawkSoft’s Insurance perspectives podcast covering ValChoice. How does K &M Insurance use ValChoice? 1:30 – Kelly covers how they enable in…
This short summary of the HawkSoft Insurance Perspectives Podcast interview with Dan Karr, ValChoice founder and CEO, and Kelly Endicott, owner of K&M Insurance, shares the key discussion points from the interview. Time stamps are included so you can go directly to that part of the interview to listen to the discussion. The YouTube version…
