How familiar are you with Customer Relationship Management (CRM) systems and Net Promoter Scores (NPS)?

We're joined by Torey Maerz, Co-founder and CEO of ClientCircle by Rocket Referrals, who sheds some light on how important these systems can be to understanding your insurance agency’s client base and attracting new clients.

Torey’s career is one that has focused on the use of technology in building systems (tools) that empower small businesses like insurance agencies to deepen existing client relationships and position appropriately to garner new ones. ClientCircle has been doing business for over 11 years now, and their use of AI has helped make their products and services more effective than ever.

Torey provides some insights on the approach and importance of using CRM and NPS in elevating your agency’s sales and service. Join us for an insightful conversation.

With so much emphasis on technology these days, it’s easy to lose sight of our own personal interactions with prospective clients in the sales process.

We're joined by Kelly Donahue-Piro, President at Agency Performance Partners (APP), who shares the results of her team’s 2023 Secret Shopper Program targeting independent insurance agents – the results just might surprise you.

Kelly has been working in the insurance field for 15 years, and at the helm of APP since 2014. Kelly and members of her team are regular keynote and featured speakers at insurance events. In fact, she and/or members of her team will be speaking at a number of SIAA-related events this spring, including the Lone Star Summit on April 30th.

Kelly brings some helpful perspective as we work through the meaning of the results captured through the Secret Shopper Program. If you would like to view the results for yourself, Kelly has been kind enough to provide them and you can access them through the link below.

https://www.siaa.com/wp-content/uploads/2024/03/IATS-Episode-27-Q2-2024-Secret-Shopper-Call-Stats-Asset-for-Show-Notes.pdf

In today’s environment, the agency management system (AMS) has indeed become a critical component of agency operations. It’s time to get rid of, or at least reduce your reliance on, that paper filing cabinet. These days, an AMS can really help you get to that paperless office, while increasing your overall agency efficiency.

We're joined by Michael Ley, Director of Network Relations at HawkSoft, who provides insight into today’s agency management systems and the key benefits of using one. As with all things technology, the AMS has evolved significantly over the last ten years.

HawkSoft has been helping insurance agencies with AMS installations and integrations for years, and our guest highlights the key considerations to choosing the right system for your agency. As robust as today’s agency management systems are, Michael informs us that it isn’t necessary to start with all the functionality an AMS offers – it’s okay to start with the basics and turn on more components over time.