Hello from Rehoboth Beach, DE!
No, I’m not on vacation. That will happen in a few weeks. Turks & Caicos, here we come!
I’m here for IA&B’s Convention. IA&B is one of Forge3’s earliest partners, so we enjoy doing whatever we can to support them and their member agencies. Read More
So, I’m going to give you a behind-the-scenes, exclusive look at what it takes for an insurance agency to get up and running on the ActiveAgency website platform. It’s a lot simpler than you might think! Read More
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
At the beginning of 2017, I promised the entire team a trip to Naples, FL if we hit our goals. Well, not only did we hit those goals, but we flew by them.
So, this past weekend, we packed our bags and headed south for a few days to celebrate! It was AWESOME. So much fun.
Here are a few photos from the trip. Check out the Facebook album for more. Read More
Bad stuff happens in the insurance biz. Hurricanes. Floods. Storms. Claims.
Of course, good stuff happens, too! Holiday parties. Awards. Fun office events.
Either way, there’s an easy way to get the word out – Notification Bars! Read More
Reputation. It’s the one word I use most often with our Forge3 team.
To me, there’s nothing more important than maintaining our reputation in the industry. It’s taken 14 years to build, person-by-person, and it’s our #1 focus in everything that we do.
Reputation is more than a product or service. It’s more than great customer service. It’s more than being fast to respond to calls and emails. It’s more because it’s all of that.
I’ve seen many in our industry launch, grow, become complacent and die. They lose their mojo. They stop innovating. Service suffers. And, often times, their clients come to us as the beacon on the hill. Astonishing, isn’t it? ;) Read More
Call me cliché—but there truly is something refreshing and motivating about the new year.
Yes, I wrote a post on LinkedIn a while back about not waiting until January 1 to set goals. BUT… now that 2018 is in full swing, it’s a great time to reflect on the past year’s successes and challenges, and really think about goals you want to crush in the coming months.
Maybe you want to focus on fostering client relationships. Or, maybe your goal is to work on establishing creditability. Or—I think this is on everyone’s list at some point throughout the year—perhaps your goal is to save time.
Whatever your goals are for the new year, the following are three apps that I’ve come to love over the past few months. My guess is that they’ll come in handy as you work on your goals and resolutions! Read More
Are you struggling to increase exposure and drive leads for your insurance agency? Taking advantage of digital marketing is a smart solution, given that 51 percent of U.S. customers used digital channels to buy property and casualty insurance in 2016. Read More
We made it! Welcome to 2018, the best year yet.
I’m not big on new year’s resolutions, but we did get a Peloton bike for Christmas. It’s pretty slick. It has a big touchscreen attached to it where you can stream live or recorded spin classes. If you have one, look me up. I’m pmjeff. Game on!
Anyway, on this morning’s ride, Jess King, one of the spin instructors, said,
“Put in the work when no one is watching.”
So true. Successful people are not lucky. There’s no such thing as overnight success. It takes time, patience and pure-grit hustle. Such is the case with SEO. Read More
“Red Bull of Insurance: Every agent needs this conference in their life. The attendees. The staff. The speakers. All incredible. Want to get pumped up about the insurance industry again? Sign up for 2018 now and don’t miss out again.”
That was my review of Agency Nation’s 2017 Elevate conference this year. I affectionately dubbed this conference the “Red Bull of Insurance.”
It was eye opening. It was informative. It got my heart racing. It was a blast. And most of all—it got me fired up and motivated to get back to the office and make moves. Read More
“The only thing in life I set the bar low for is limbo.” —Michael Scott
Let me set the stage…
You’re at an interview for a new job. Sitting across from you is the boss. They’re successful, put together, dressed to the nines—basically they’re in the position want to be in someday. You’re excited, eager and pumped to get started, change the world and kick some ass.
And then, the boss looks you straight in the eye and says, “You’re probably going to hate the first year of this job.”
Talk about being deflated. This is where your next move will make or break you. How will you let that statement affect you? Read More
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
