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Quick Tips

Some things you just can't outsource

Some things you just can’t outsource

By ActiveAgency, Digital Marketing, In the Office, Inside Forge3, Inspiration, Insurance, Off the Cuff, Quick Tips, Social Media, The Web

I can’t have someone else write this post.

Trust me, some weeks I wish I could! But, I’m the host of the show. The founder of the company. My voice. The Forge3 vibe. The 5,000+ people who read these articles have come to expect me to show up in their inbox.

The same is true for your business. Only you (or someone else on the INSIDE) can truly communicate your vibe to the outside world!

I think about the conversation I had with an agency owner last week. He was asking if we could write all of his blog posts, emails and social posts.

Nope. Sorry. We’d love to, but we can’t.

I know it’s tempting to outsource everything. It’s hard to find the time. It’s too confusing to know how to do it. Whatever the reason.

But it’s YOUR job to tell YOUR story! Read More

Why I will always answer the phone

Why I will always answer the phone

By ActiveAgency, Digital Marketing, Insurance, Quick Tips, Social Media, The Web

If you call our main phone number during business hours, it rings the entire team. The idea is pretty simple. I always want a real human to say hello. Not rocket science. 🤓

Anyway, this includes me. In fact, we play a game internally and see who can answer the phone the fastest. Liz usually ends up winning (she’s probably great at Whac-A-Mole), but I manage to grab a few!

As we’ve been growing (we’re a team of 15 now), people seem surprised that I’m the one saying hello sometimes. I’ll never understand that. We’re all on the same team. There’s a saying… Read More

10 ways to use your insurance agency website to drive sales and wow clients (6 videos)

10 ways to use your insurance agency website to drive sales and wow clients (6 videos)

By ActiveAgency, Digital Marketing, Insurance, Quick Tips, Social Media, The Web

Once upon a time, not too long ago…

I was having a conversation with an agency principal. We just launched his new ActiveAgency website. He loved the process, results and everything else. Great!

But, then he asked me this question:

“How do we get those interactive graphic things on our site?”

😳 ← I was like this

You see, he already had them! We call it Clickable Coverage. He also had Hello Producer, Video Proposals, Notification Bars, live chat, the client portal and all of the other features in ActiveAgency.

He just didn’t know it. Read More

Technology + human touch = the sweet spot for insurance agencies

Technology + human touch = the sweet spot for insurance agencies

By Inspiration, Off the Cuff, Quick Tips

I love technology. You should, too.

It’s the one thing we can all use to get an advantage.

It makes us more efficient. It saves us money. It allows us to reach more people.

Technology should also play a pretty big part in creating an awesome customer experience.

But, that doesn’t mean it replaces the human touch. People should always be what makes us and the experience we’re all trying to create (with the help of technology) special and memorable.

Here’s one little example… Read More

Two ways insurance agencies can attract millennial employees

Two ways insurance agencies can attract millennial employees

By Ashley's Angle, In the Office, Inspiration, Insurance, Off the Cuff, Quick Tips

If you’ve ever seen the movie ‘The Internship’ you’d probably agree with me that Google looks like the coolest place on earth to work. Nap pods. Slides instead of stairs. In house café and dry cleaning. Team building games and challenges.

While nap pods in an insurance agency are not realistic and slides instead of stairs probably have you screaming “LIABILITY HAZARD!” there’s something to take away from this: they’re doing something right with creating a positive culture.

I can’t tell you how many articles I’ve seen about how to attract millennials. But the truth is, the changes being made in the workplace are attractive to anyone in the workforce—avocado-toast-obsessed millennials or not! So while this article may be focused on the secret to snagging a millennial’s attention, it can really be applied to attracting talent across the board.

So, without further ado, what’s it going to take to fill the gap in the insurance workforce? Read More

How insurance agencies should handle Hurricane Florence (in a digital world)

How insurance agencies should handle Hurricane Florence (in a digital world)

By ActiveAgency, Inspiration, Off the Cuff, Quick Tips, Social Media, The Web

Well, here comes Hurricane Florence.

I don’t care if it’s a hurricane, earthquake, flood, fender bender or something else.

When bad stuff happens, it’s time for your agency to shine.

It’s also when having technology on your side is a BIG advantage. Let’s use Hurricane Florence as an example. Read More

Social media for insurance agencies

Social media for insurance agencies

By Digital Marketing, Inspiration, Insurance, Quick Tips, Social Media

Hey ya’ll! It’s been a while since we’ve chatted. We’ve had a busy past few months!

Our digital marketing team has been laser focused on developing and testing a killer new digital marketing offering for ActiveAgency clients.

We’re thrilled with the positive results we’ve been seeing so far, and can’t wait to share it with all of you. You can find some preliminary information on our website, but stay tuned for more to come soon!

In the meantime—as a sort of sneak peek—I wanted to share a few behind-the-scenes social media advertising trade secrets with you. Read More

5 ways insurance agencies can use website forms to improve business

5 ways insurance agencies can use website forms to improve business

By Insurance, Quick Tips, The Web

We are a society that has come to expect instant gratification. Whether we’re in the kitchen cooking 90 second rice or binge watching an entire season of our favorite Netflix show in one day, we hate having to wait.

And—you guessed it—the same goes for insurance.

That’s why we’ve worked to incorporate a number of impressive and time-saving tools into our ActiveAgency platform. These tools (like Hello Producer and Clickable Coverage) are designed to streamline the sales and servicing process.

Today, I wanted to share a few ideas for using one of the most popular features of ActiveAgency—Integrated Forms—to improve efficiency, simplify the customer experience and be a better, more connected insurance agency. Read More

School is in session (an easy idea to grow your audience)

How insurance producers, agencies and carriers can use education to grow

By Inside Forge3, Inspiration, Insurance, Quick Tips

Last week, Emily Burns and I were at the Chubb Conference Center just outside of Philadelphia for the IA&B Futures Conference.

Even though Emily is actively working on her Master’s of Education degree and comes from a strong education background, it’s the first time we teamed up to deliver a training program. It was awesome! It’s great to see so many fresh faces getting into the industry.

Here are a few photos (click them to see the comments on LinkedIn). Read More

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