The Forge3 Blog

We Preach What We Practice

Thoughts on websites, digital marketing, web tech and how it impacts the insurance industry. And a few personal stories, too. 😄

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

Ashley's Angle - How this Millennial finds more minutes in the day

Ashley’s Angle: How this Millennial finds more minutes in the day

By Ashley's Angle, Insurance, Off the Cuff

Picture this…

My friend invited me over to her house to relax by the pool with a handful of other close friends to enjoy what was left of the summer.

I walked in, put my feet in the pool and immediately started to vent. I vented about how busy I was. How, no matter what I do, I just can’t seem to get ahead of my work.

Busy. Busy. Busy. Read More

If you remember your passwords, you’re doing it wrong

If you remember your passwords, you’re doing it wrong

By Inside Forge3, Inspiration, Quick Tips, The Web

These days, everything is online. And I mean EVERYTHING. We work online, we pay our bills online and we even buy our groceries online.

Within each of these online accounts, it’s likely that there is a bunch of important (and private) information—from credit card numbers to personal and confidential data.

What’s the one element of security that stands between a hacker with bad intentions and all of that private information? Your password. So, that password better be good. And, chances are, it’s probably not. Read More

What Amazon’s purchase of Whole Foods tells us about the insurance industry

What Amazon’s purchase of Whole Foods tells us about the insurance industry

By Inspiration, Insurance, Off the Cuff

Chances are that by now you’ve heard the big news—Amazon has purchased Whole Foods for a whopping $13.7 billion dollars. Yes… BILLION.

The deal itself was unexpected. An online retailer purchasing a grocery store chain? We definitely didn’t see that coming. But, even more unexpected is what this massive business deal taught us about our own industry—insurance. Read More

7 ways insurance agencies can use Clickable Coverage to sell

7 ways insurance agencies use Clickable Coverage to sell

By Inside Forge3, Insurance, The Web

You may have heard of Clickable Coverage—our breakthrough sales tool that allows users to click-and-learn about unique risks and the insurance coverage options available to protect them.

Perhaps your insurance agency is equipped with the tool already—either as a seamlessly-integrated feature within the ActiveAgency platform, or as a standalone option. Or, maybe your agency is batting around the idea of utilizing the tool in the future. Either way, we thought it might be useful to share a short list of some of the best ways to use Clickable Coverage to sell. Read More

Calendly - a time-saving scheduling tool we can’t live without

Calendly: a time-saving scheduling tool we can’t live without

By In the Office, Inside Forge3, Quick Tips, The Web

We’re always looking for new tools to make our day-to-day tasks and overall workflow a bit more efficient, and ultimately help us to save time and WOW people in the process.

Over the past few months, we’ve been trying out a new tool for scheduling, and we think it’s too good not to share.

So, without further ado… here’s what you need to know about Calendly. Read More

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