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Tech Trends and Resources for the Independent Agent

ACT News

for January 2024

Tech Trends + Resources for the Independent Agent

Welcome to ACT News

Welcome to 2024 and thank you very much for taking a moment to read this issue of ACT News.  New years often bring new personal and business goals, maybe some resolutions, and perhaps some deeper reflection.  Despite the fact that we turn the calendar page every day and every month, to many there is something magical about turning the page on a new year.  

At ACT we are doing many of these things as we reflect on a busy and productive 2023 and work on our plans to carry momentum into 2024 and beyond. In fact, 2024 is the 25th Anniversary of ACT so maybe there is something a bit magical about turning the page on a new year!  In addition to our operational plans, we'll spend time through the year reflecting upon the last 25 years as well as focusing efforts to assess what the future holds for ACT.   The ACT journey includes countless amazing people and companies coming together in a collective effort to help the industry effectively use technology to bring their strategies to life.  It's a powerful story and an amazing legacy.   Thank you for coming along for the ride and for being a part of helping shape the future!

For a detailed look at our 2024 plans as well as an overview of our 2023 accomplishments, we published the 2023 Accomplishments and 2024 Plans document. Please feel welcome to reach out if you would like to discuss anything mentioned in this review as we'd truly appreciate your thoughts and discussions about how we could partner to help independent agencies and the channel leverage technology to bring their strategies to fruition.

Here's to an amazing 2024!

Dive into the AI Ocean
ACT's Executive Director ponders artificial intellgence
Unless you’re still taking your morning coffee sorting punch cards with Herman Hollerith, you’ve spent the last year or so trying to wrap your head around AI and what it will mean in our industry…and society in general.  In all sincerity, I suspect every single person reading this is doing their own research and forming their own views as to the benefits of AI… and maybe even some of the potential issues or challenges.  At ACT, we are too.  Learn More
Top 5 Underrated Insurance Marketing Tips & Tricks
Odds are, you’ve likely heard many basic insurance marketing tips and tricks, like establishing a social media presence or starting a newsletter. In many cases, though, these commonplace marketing ideas are not very simple to execute. Learn More
Attention Independent Agents - Improve Your Email Deliverability!
Email marketing offers returns over 40% higher than SEO and keyword advertisements, according to Oberlo, making it one of the most effective ways to sell to clients. But what good is your email marketing plan if your emails never make it to your customers and prospects? Here are some practical tips for improving your email deliverability rates. Learn More
7 Reasons Insurance Agents Should Consider Getting a Securities License
Not all insurance agents need to be dually licensed to sell securities. But here are seven reasons it makes sense to consider it. Learn More
How to Generate More Surety Business
​When handled correctly, surety bonds can be an immensely profitable product line for insurance agents. These bonds create sticky relationships between agents and their customers, provide agents with numerous cross-selling opportunities, and can generate massive premiums. Learn More
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Mark Your Calendar

April 1 - 4, 2024
Accelerate - Powered by NetVU
New Orleans Ernest N. Morial Convention Center
900 Convention Center Blvd
New Orleans, LA 70130

April 10 - 12, 2024
Big "I" Legislative Conference
The Westin Washington, DC
Downtown Hotel

October 15 - 17, 2024
ITC Vegas
Las Vegas, NV

April 3 - 5, 2024
HawkSoft User Group (HUG) 2024 Conference
Omni LaCosta Resort
Carlsbad, CA

September 9 - 12, 2024
Applied Net 2024
Gaylord Opryland Resort
Nashville, Tennessee

November 3 - 5, 2024
Spark - Powered by NetVU
Hilton Cincinnati Netherland Plaza
35 W 5th St
Cincinnati, OH 45202

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