You may come for our top contracts, but you will stay for the service!

#Tech Tuesday: It’s Time to “Pop the hood” On All Your Tech Stuff

It’s officially October.  While most people are thinking about the leaves changing colors, play off Baseball, and pumpkin everything, those of us in the Senior Insurance Market are bracing ourselves for the craziness that is AEP.  A lot of my Tech Tuesday articles have been about look
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#TechTuesday: Simplify The Scheduling Process

Sometimes booking appointments can be a lot of back and forth.  How often do you find yourself in this conversation? How Does Tuesday at 2:00 work for you? This coming Tuesday? Oh that won’t work for me. What about the same time Wednesday? That won’t work either, have anything in the
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#TechTuesday: Is it Safe to Send? – Protecting Your Emails

Is It Safe to Send - Protecting Your Emails
#TechTuesday: Is it Safe to Send? – Protecting Your Emails It feels like I’ve been harping on security here lately.  So why stop now? The staff in our office deals with all kinds of information coming in and out from all different types of sources. However, the source I want to
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#TechTuesday: When Disaster Strikes – Call For Your Back Up

Before I start to dig in on today’s topic, (and by that I mean climb up on my soap box) here’s some personal confessions: I have a backup for my backup (and sometimes I back that up too). I save too much, and yes, I make too many copies   For a lot of you this article will come o
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E-Contracting: Out With the Old and In With the New

You may have recently received our email announcing the launch of our Brand New E-Contracting platform.  In this week’s Tech Tuesday Blog I wanted to put a spotlight on this new way to get contracted, and share a little bit of what’s improved, and why we decided to improve it. Let’s T
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#TechTuesday:  Say “Trello” To My Little Friend

Our blog post (How’s That (Tech) Been Working Out for Ya?) kicked off a #TechTuesday mini-series that was scheduled to conclude with our last post about Wunderlist.  However we’ve gotten some great feedback from agents so we wanted to keep the mini-series going.  So in this SPECIAL Bo
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#TechTuesday: Wunderlist: Bringing your “To-do List” into the digital age

Our blog post (How’s That (Tech) Been Working Out for Ya?) kicked off a #TechTuesday mini-series where we took a look at several different tools agents are using to build their digital briefcases.  We’ve reached the last article in that mini-series!  Not to worry, if you’re just now j
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#TechTuesday: E-Apps – The Same… But Better!

Back in April we started looking at several different tools agents are using to build their digital briefcases in a blog post titled: How’s That (Tech) Been Working Out for Ya?. Over the past couple of weeks we’ve been highlighting different tools we use. This week we’ll take a look a
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#TechTuesday: Take Your Filing Cabinet With You

In one of our previous blog posts (How’s That (Tech) Been Working Out for Ya?) we started looking at several different tools agents are using to build their digital briefcases. Over the past couple of weeks we’ve been highlighting different tools we use. This week we’ll take a look at
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#TechTuesday: Turning Your Mobile Device into a Document Scanner

In our recent blog post: How’s That (Tech) Been Working Out for Ya? we discussed how agents are creating “digital briefcases” to help improve their business and workflow. In our last #TechTuesday blog we talked about using Evernote and OneNote to go paperless.  Even if you took every
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