Master Your Billing with Rocket Matter and QuickBooks

We know that law school doesn’t teach attorneys how to run a business. Even so, law firms face greater financial complexity than other professions because we hold money as custodians on behalf of other people in special accounts specifically created for that purpose. Managing trust accounts (also known as IOLTA accounts), their recordkeeping, and reporting, … Read more

Google Optimize and Surveys 360 Join Forces with AdWords

Here’s good news for marketers: as you heard yesterday at Google Marketing Next both Optimize and Surveys 360 will soon be integrating with AdWords. The Surveys 360 integration is now live in the U.S. and Canada; the integration with Optimize will be available in the coming weeks.Optimize is an A/B testing and personalization tool that makes it easy to see which changes … Read more

Five Biggest Threats Faced By Independent Insurance Agencies

Amid rising inflation and market fluctuations, independent insurance agencies keep on finding themselves grappling with intensified challenges stemming from a continuous cycle of economic uncertainties, geopolitical headwinds, environmental challenges, and capital constraints. These challenges can be squeezing profits. But opportunities exist as well. These new challenges call for new capabilities but also opportunities for growth. … Read more

Maximizing ROI: The Benefits Of AMS-CRM Integration

Successful sales go beyond just closing a single deal. It involves building strong, long-lasting relationships with clients that provide mutual benefits over time. Technological solutions like AMSs and CRM software can be valuable tools in this process. These applications help you manage and nurture client relationships effectively, leading to better retention and growth opportunities for both … Read more

From Risk To Retention: Transforming Insurance With Predictive Churn Analytics

Insurance agencies once focused primarily on assessing risks, underwriting policies, and managing claims. However, the landscape has shifted dramatically. Today, agencies face an equally critical challenge: customer retention. With customers having numerous options and the ability to switch providers easily, the stakes are higher than ever. This shift in focus is driven by the realization that … Read more

How Insurers Can Accelerate Their Turnaround Times While Using E-Signatures

Let’s talk about something that’s been a game-changer for the insurers today e-signatures. Remember the days when getting a policy signed meant printing out reams of paper, playing phone tag with clients, and praying that the postal service wouldn’t lose your important documents? Well, those days are going the way of the fax machine, thanks to … Read more