Providing the best in Old-Fashioned Service with Leading-Edge Technology for our clients requires that we stay ahead of the curve on industry related issues appearing on today's ever changing landscape. To that end, UPAC® is actively involved with many associations such as ACORD, IIABA / ACT, High-TECC, AMSUG & ASCNET, NPFA, NAPSLO, AAMGA, PLUS and NAIW just to name a few. As a result of our extensive memberships, seats on standards and other industry committees and the various partnerships we have developed throughout the industry, we often encounter valuable information that can be of benefit to you and your agency. This section of our web site is devoted to making that information available to you. We hope you find it useful. At UPAC, your success is important to us… and helping you succeed is what Old-Fashioned Service is all about!
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Top 10 Reasons to Use Agency Management Systems - Today's agency management system is the central hub for an independent agency's information and helps to standardize the agency's workflows. In this article, Angelyn Treutel, Treasurer, Vice President, and Chief Information Officer of Treutel Insurance Agency as well as Chair of the Agents Council for Technology (ACT), discusses the top ten ways in which agencies benefit from using such a system. It also provides a great checklist for current users to make sure they are taking full advantage of their system's major capabilities. |
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The Future Role of Company Sales Managers & Real Time - In ACT's April article, Scott Kuczmarski, the senior marketing executive for MetLife Auto & Home weighs in on the importance of Real Time to the future of our distribution system and the key role Company Sales Managers should play in its implementation. The article discusses the four "must-haves" carriers should possess to maintain strong, profitable relationships with the best agents and how Ease of Doing Business has become the most critical of these components. Scott also believes that the Company Marketing Manager of the future must understand and support the technology direction of both the industry and the company and assist agents with Real Time. |
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Enhance Your Bottom Line with Technology - In this ACT article, more agency owners/managers will see a higher return on investment in technology systems if they help employees approach workflow in a new way. Employees must understand how to fully utilize the management system. And they need training and a defined path of work. In this article agency consultant Patricia Alexander gives practical advice on leveraging technology and workflow. Most agents won't need to invest in yet more technology to make these changes! |