Real World Impact – How Acces Conseil Used Insurance Marketing Automation to Cut Workload by 70% and Boost Retention
How Acces Conseil Used Insurance Marketing Automation to Cut Workload by 70% and Boost Retention Acces Conseil used insurance marketing automation to save 364 hours a month, reduce workload by 70%, and improve client retention. Learn how automation helped them scale communications, drive growth, and deliver exceptional service – without adding staff. For Canadian […]
Agency Universe Study 2020 – ACT Technology Results Summary
Future One is a cooperative effort of the Independent Insurance Agents & Brokers of America (IIABA) and independent agency companies. It sponsors a variety of programs to enhance the independent agency system and agency-carrier relationships, both legislatively and in the business environment. One of Future One’s major efforts has been the Agency Universe Study (AUS), […]
Organic SEO Is Evolving—and So Should Your Strategy
Organic SEO Is Evolving—and So Should Your Strategy In March 2025, SEO software giant Ahrefs analyzed over 300,000 keywords. They uncovered a troubling trend—when Google’s AI Overviews appear in search results, the click-through rate (CTR) for the top organic result drops by a staggering 34.5%. That’s not a slight dip. It’s a shift in […]
SECURITY AUTHENTICATION FOR BROKER-INSURER DATA EXCHANGE NATIONAL POSITION PAPER
Brokers and Insurers can deliver information to one another far more efficiently using electronic means than by traditional methods. The business purposes behind these exchanges, however, and the roles of the correspondents, have never changed; the distinct roles and separate responsibilities of broker and underwriter still persist. It follows, then, that the rules and security […]
A Position Paper On The Use Of Multiple Company Websites Portals
Insurance Brokers Association of Canada A Position Paper on the Use of Multiple Company Websites (Portals) Summary: It is the position of the Insurance Brokers Association of Canada that insurance brokers should not be obligated to use stand-alone Insurer websites (portals). Brokers work with multiple insurance companies, and when any of those Insurers establishes a […]
A BROKER‘S RESOURCE GUIDE TO CHATBOTS
AN AGENT‘S RESOURCE GUIDE TO CHATBOTS Increasingly, business and personal communications occur electronically with information conveyed through the internet via a myriad of wireless and mobile devices. Public expectations and assumptions regarding accessibility and speed have shifted and continue to evolve. Businesses seeking to communicate with customers must keep pace with the changes, and be […]
Electronic BMS Carrier Workflow
Electronic BMS Carrier Workflow Download The PDF version
Position Paper: eSignatures (Electronic Signatures) January 2014
Use of Electronic Signatures for Insurance Transactions Traditionally, your personal signature on a piece of paper was sufficient to execute just about any type of document regardless of what it was and where you were physically signing it. This practice often took place in the presence of another individual who was able to witness your […]
IBAC White Paper for Brokers on Customer Facing Eng
Whitepaper: on Consumer-facing Technology September 2012 IBAC INSURANCE BROKERS AS SOCIATION OF CANADA Introduction Increasingly, business and personal communications occur electronically with information conveyed through the internet via a myriad of wireless and mobile devices. Public expectations and assumptions regarding accessibility and speed have shifted and continue to evolve. Businesses seeking to communicate with […]
Glossary of Technology Terms
Whitepaper: on Consumer-facing Technology September 2012 IBAC So you think you’re a Data-Driven Marketing Explaining 50+ terms you should know 50+ terms you should know It’s getting harder and harder to keep track of every new platform and acronym in the modern marketer’s arsenal. So here’s a list of the core terms and technologies […]
