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We are always trying to make things more useful and easier for our agents.

So we’re very happy to announce our newest system features:

New Saved Searches

New Search ButtonsNow when you see the Search Results page (by typing anything – or nothing at all – in the quick search window at the top of every page and hitting enter or clicking on the magnifying glass icon) you’ll not only see policies and/or quotes listed, you’ll also see two new buttons. Those two buttons (“select filter” and “save as…”) are the key to the great new Saved Search functionality.

Viewing Saved Search FiltersFirst of all, some basic searches have already been saved for you. These include

  • All New Policies – a list of only new policies, with the policies most recently issued or endorsed at the top of the list,
  • All Quotes – a list of only saved quotes, with the quotes most recently saved at the top of the list, and
  • All Renewal Policies – a list of only renewal policies, with the policies most recently issued or endorsed at the top of the list.

To access any of these saved searches at any time from the Search Results page, simply click on the Select Filter button, then click on the name of the saved search you want to access. Saved Search Name DisplayedWhen you’re accessing a saved search you’ll see the title of the saved search at the top of the search results page. To reset your search, simply search for something else in the quick search box or Advanced Search window.

Advanced Search AccessYou can generate your own saved searches. To do that, you probably want to use the Advanced Search function. You can access that on the Search Results page by clicking on the plus sign to the right of the words Advanced Search. That opens a large window that lets you set all sorts of parameters for what you would like to see:

Advanced Search Window


Once you can see those search results, click the Save As button, give the saved search any name you’d like.

New Dashboard

We’ve added two saved searches to the main dashboard page – all Quotes and All New Policies. At a glance, without even having to go to the search page or type anything in, you can see the 10 most recent saved quotes and new policies.

For decades yellow pages ads were the leading source of new customers for most insurance agencies.

How many times in the past twelve months have you picked up a yellow pages to look up who to call? The same goes for your prospects. Searching on the internet has replaced yellow page usage for those prospects, so it’s critical that you are found when they do that search.

Being found in the yellow pages was relatively straightforward – you paid to be found. The more you paid, usually, the more likely you were to be found.

Being found on the internet works in much the same way

No, there’s not an “internet salesperson” who’ll let you pay them more to be found more easily, but the more you “pay” in terms of time and effort, the more easily prospects will find you when they search online.

The better the content on your website, the more content you have on your website, the more unique the content on your website, the more likely yours will be the listing near the top of the page when they search.

There’s obviously a lot to learn and do to maximize all of that, but there’s ONE really easy, straightforward step that you can take TODAY.

Complete your Google Places listing

Go to and search for your city name plus the word insurance. What do you see? Here’s the result for “Wichita Falls insurance”.
Google results for "Wichita Falls Insurance"

The top 3 listings and the ones under the map on the right are companies that have paid Google to appear in those spots. Their ranking in the display is determined by how much they offer Google multiplied by how often people click when they see that ad, so you need both money and skill in ad writing to do well with those.

That map, though, and the agencies that show right under the paid ads – those are Google Places results, and you can have that for FREE and with only a little effort. That Google Places listing is the second most important ad for your agency (the first is your web site).

Simply go to Google Places and click on the link under “Get your business found on Google”.
Get your business found on Google
You’ll need a Google account, but that’s free and easy to create if you don’t already have one.

Getting listed in Google Places takes only a few minutes’ effort and will pay off for years. Please, if you have not already done so, complete/claim your listing – you’ll be glad you did.

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