Take Advantage of Us!

Joe Fisher | September 14, 2021

Joe Fisher, Chief Operating Officer for Smart ChoiceAre you taking advantage of everything your Smart Choice relationship offers you? Our buying power has allowed us to secure significant discounts on many products and services that can benefit your agency. We affectionately call them Business Savers! Whether it’s a cutting-edge agency management system, comparative rater, user-friendly website, discounted online CE, insurance leads, or a group errors and omissions program, we offer a full line-up of Business Savers critical to running your independent insurance agency.

The most successful and valuable agencies are those that embrace technology and change.Gone are the days of keeping client files in an old Steelcase file cabinet in the back room. Successful insurance agents no longer login to multiple carrier websites to determine the most competitive quote. If your sister’s seventh grader designed your website, it might be time to upgrade. For that matter, if your customers can’t currently self-generate a quote from your website any time of the day or night, you are starting to get behind your competition. If you are not using an agency management system to help you cross-sell your customers, you should be. It’s easy to do with the right technology. Using tools like these will help increase your retention, enhance your profits, and allow you to run your agency at maximum efficiency.

Additionally, we have partnered with two lenders dedicated to providing funding for insurance agencies. Take advantage of their cash-flow loans to launch initiatives within your agency without borrowing against your personal assets. These funds can be used for such things as

  • Acquisitions
  • Recruiting producers
  • Office purchase and renovations
  • Technology upgrades
  • Marketing campaigns
  • And more!

For more information on any of these products and services, please head to our Agent Services page. Feel free to reach out to me with any questions, and don’t forget to take advantage of us! 


Cover of Smart Choice Magazine 2021 Issue 5, The Agent Education IssueAgent Education: Invest in Your Success

Insurance advisors should take their ability to safeguard the public and the financial industry seriously by investing in themselves and their personal knowledge. We should be mentoring and teaching new producers in our agencies, spending time on continuing education, and putting what we learn into practice. Check out the 2021 Issue 5 of Smart Choice Magazine for more.

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