Record Guardian Technologies, Inc.

How many times did you hear some version of these quotes in 2020? :) We were fortunate enough to have always been a remote or telecommuting company and we loved helping our customers make the transition to working from home. 2020 brought lots of changes and we may see more in 2021. If you are thinking of making the full switch to remote work only, let us know. We’re happy to recommend everything from the tech down to the type of headsets that we use to help us hear clients ...clearly. Whether you are an existing client, a former client or a future one, we love you, we thank you and we wish you a safe and Happy New Year! #2020 #2020quotes #2020life #insuretech #insurance #insuranceagency #realestate #taxes #notarypublic #dmvservices reposted: d.cecatto

We wish everyone a great holiday season. Stay safe!

How many times did you hear some version of these quotes in 2020? :) We were fortunate enough to have always been a remote or telecommuting company and we loved helping our customers make the transition to working from home. 2020 brought lots of changes and we may see more in 2021. If you are thinking of making the full switch to remote work only, let us know. We’re happy to recommend everything from the tech down to the type of headsets that we use to help us hear clients ...clearly. Whether you are an existing client, a former client or a future one, we love you, we thank you and we wish you a safe and Happy New Year! #2020 #2020quotes #2020life #insuretech #insurance #insuranceagency #realestate #taxes #notarypublic #dmvservices reposted: d.cecatto

Happy Thanksgiving! Stay safe, stay healthy!

We wish everyone a great holiday season. Stay safe!

Happy Thanksgiving! Stay safe, stay healthy!

Are you still feeling social media OVERWHELM? For many in the insurance industry, the internet has either been a blessing or a curse. We've all been inundated with emails and posts signaling the urgency to "Strengthen your online presence!" "Boost your FB posts!" "Grow your followers on Instagram!" "Make TikTok work for you," and let us not forget about the tweeting, blogging and vlogging we're supposed to be doing. All of this can prove overwhelming for an insurance agency. ...So, what do you do then? The worst thing you can do is post once or twice on all platforms and then never post again. The best thing you can do, if you don't have the time (or the energy) to create and curate content for several platforms, is to choose ONE and post consistently. For example, if you decide to create a Facebook page for your business, then you must also make the decision to allocate the time it takes to post on your page. Don't make it hard on yourself. Start with posting at least three times a week: Mondays, Wednesdays and Fridays. "Yeah ok, but, what should I post?!?" Give customers a look into your office, your team, let them know that you're open and excited to help them out. Share other people’s posts that you think are relevant to your industry and helpful to a client. There is plenty of content out there. There are also companies that you can hire, for affordable prices, to help you with social media management. If Facebook isn't your thing, focus on increasing your reviews on Google. Since you are no doubt providing STELLAR service to your customers, they should have no problem giving you an excellent Google review. Mention it every time you sell a policy. When a customer expresses their gratitude and satisfaction with your service, ask them if they could post their enthusiasm in a Google review. There are several platforms out there that can help you gather reviews via text. At the end of the day, what is important is that you feel good and comfortable about the platform you choose to share your message on.

RG staff always learning so that our software reflects what our agent user needs. #insuretech #insurance #insurancebroker #insuranceagent #insuranceagency #softwaremanagementsystem

Are you still feeling social media OVERWHELM? For many in the insurance industry, the internet has either been a blessing or a curse. We've all been inundated with emails and posts signaling the urgency to "Strengthen your online presence!" "Boost your FB posts!" "Grow your followers on Instagram!" "Make TikTok work for you," and let us not forget about the tweeting, blogging and vlogging we're supposed to be doing. All of this can prove overwhelming for an insurance agency. ...So, what do you do then? The worst thing you can do is post once or twice on all platforms and then never post again. The best thing you can do, if you don't have the time (or the energy) to create and curate content for several platforms, is to choose ONE and post consistently. For example, if you decide to create a Facebook page for your business, then you must also make the decision to allocate the time it takes to post on your page. Don't make it hard on yourself. Start with posting at least three times a week: Mondays, Wednesdays and Fridays. "Yeah ok, but, what should I post?!?" Give customers a look into your office, your team, let them know that you're open and excited to help them out. Share other people’s posts that you think are relevant to your industry and helpful to a client. There is plenty of content out there. There are also companies that you can hire, for affordable prices, to help you with social media management. If Facebook isn't your thing, focus on increasing your reviews on Google. Since you are no doubt providing STELLAR service to your customers, they should have no problem giving you an excellent Google review. Mention it every time you sell a policy. When a customer expresses their gratitude and satisfaction with your service, ask them if they could post their enthusiasm in a Google review. There are several platforms out there that can help you gather reviews via text. At the end of the day, what is important is that you feel good and comfortable about the platform you choose to share your message on.

How are you making customers feel safe when they visit your agency? #insurance #seguros #essentialbusiness #stayopen #but #besafe @ Los Angeles, California

RG staff always learning so that our software reflects what our agent user needs. #insuretech #insurance #insurancebroker #insuranceagent #insuranceagency #softwaremanagementsystem

How are you making customers feel safe when they visit your agency? #insurance #seguros #essentialbusiness #stayopen #but #besafe @ Los Angeles, California

November 12 at CIC - learn how to take your commercial game to the next level. See below for details.

Looking to expand your book of business? Learn how to write Trucking Insurance at CIC Insurance Academy. Call and register. Number is on the flyer. The great thing is, you can manage all your commercial auto/trucking clients on RG. Contact us and we'll show you how. www.rgsafe.com

Learn how to write life insurance. BIG meeting this Thursday at 6pm. Free for agents and brokers! RG will be there. See you then!

Very relevant topic! Hope to see you all there.

November 12 at CIC - learn how to take your commercial game to the next level. See below for details.

Looking to expand your book of business? Learn how to write Trucking Insurance at CIC Insurance Academy. Call and register. Number is on the flyer. The great thing is, you can manage all your commercial auto/trucking clients on RG. Contact us and we'll show you how. www.rgsafe.com

Learn how to write life insurance. BIG meeting this Thursday at 6pm. Free for agents and brokers! RG will be there. See you then!

Very relevant topic! Hope to see you all there.

Happy Thanksgiving! Stay safe, stay healthy!

3 EASY things you can do NOW to help protect your client’s data. If you’re an agency owner and have staff working from home, make sure they understand the importance of keeping your client’s data safe. #businesstips #client #data #software #ams #insurance

Are you still feeling social media OVERWHELM? For many in the insurance industry, the internet has either been a blessing or a curse. We've all been inundated with emails and posts signaling the urgency to "Strengthen your online presence!" "Boost your FB posts!" "Grow your followers on Instagram!" "Make TikTok work for you," and let us not forget about the tweeting, blogging and vlogging we're supposed to be doing. All of this can prove overwhelming for an insurance agency. ...So, what do you do then? The worst thing you can do is post once or twice on all platforms and then never post again. The best thing you can do, if you don't have the time (or the energy) to create and curate content for several platforms, is to choose ONE and post consistently. For example, if you decide to create a Facebook page for your business, then you must also make the decision to allocate the time it takes to post on your page. Don't make it hard on yourself. Start with posting at least three times a week: Mondays, Wednesdays and Fridays. "Yeah ok, but, what should I post?!?" Give customers a look into your office, your team, let them know that you're open and excited to help them out. Share other people’s posts that you think are relevant to your industry and helpful to a client. There is plenty of content out there. There are also companies that you can hire, for affordable prices, to help you with social media management. If Facebook isn't your thing, focus on increasing your reviews on Google. Since you are no doubt providing STELLAR service to your customers, they should have no problem giving you an excellent Google review. Mention it every time you sell a policy. When a customer expresses their gratitude and satisfaction with your service, ask them if they could post their enthusiasm in a Google review. There are several platforms out there that can help you gather reviews via text. At the end of the day, what is important is that you feel good and comfortable about the platform you choose to share your message on.

RG staff always learning so that our software reflects what our agent user needs. #insuretech #insurance #insurancebroker #insuranceagent #insuranceagency #softwaremanagementsystem

How are you making customers feel safe when they visit your agency? #insurance #seguros #essentialbusiness #stayopen #but #besafe @ Los Angeles, California

Beneficios de usar Record Guardian desde casa durante el lockdown: * * * Menor estrés. Tener tu management system online organizado puede mejorar tu vida laboral y personal al poder realizar multiple tareas desde casa, un entorno de seguridad y tranquilo.... * * * Mejor manejo del tiempo, puedes controlar tus tareas y las de tus empleados segun las necesidades del dia, semana o mensual, esto te aportara a ti y a tus empleados un mayor nivel de respuesta a los posibles imprevistos a ultima hora. * * * Ahorro en gastos. Al evitar las comidas fuera de casa o transporte tendras un ahorro extra cada mes. * * * Mayor productividad. Un management system te permite una mejor gestión del tiempo, al no tener clientes entrando a tu oficina, no tener que lidiar con el trafico diario, puedes manejar tu tiempo de manera muy positiva, aprovechando las primeras horas del dia para terminar mas cantidad de trabajo. * * * #trabajardesdecasa #covid19 #lockdown #toquedequeda #negocios #negóciosessenciais #seguros #software #wfh See more

Looking forward to seeing our clients and colleagues in May!

November 12 at CIC - learn how to take your commercial game to the next level. See below for details.

Looking to expand your book of business? Learn how to write Trucking Insurance at CIC Insurance Academy. Call and register. Number is on the flyer. The great thing is, you can manage all your commercial auto/trucking clients on RG. Contact us and we'll show you how. www.rgsafe.com

Learn how to write life insurance. BIG meeting this Thursday at 6pm. Free for agents and brokers! RG will be there. See you then!

Very relevant topic! Hope to see you all there.

Need something to do on Wednesday night that's fun AND it helps your business? Swing by this BIG event. DM us for a promo code.

Don't miss out. RG will be there to show you how to use our cross-selling tools. Space is limited, so sign up today!

Record Guardian will be there to show you how your management system can help you reach out to clients to discuss Medicare. Hope to see you there!

We are big Sandra Mora fans! Looking forward to hearing her speak at the BIG10x Insurance EXPO. Don't forget to swing by our booth and check out our latest features. See you there!

"I think I need an agency management system, but, what exactly does a management system do? Am I tech-savvy enough to use one? How much will it cost me?" These questions sound familiar? Schedule a free demo today and find out whether you're ready for a management system. We look forward to hearing from you. www.rgsafe.com.

Ever wonder why clients leave your agency? Are you staying in touch with them? Are you reviewing their insurance needs, wishing them a happy birthday or asking them for feedback on how to improve their experience with your agency? Reach out to them. Involve them. A happy customer will not hesitate to tell other people why they are satisfied with your service. Contact us today to find out how we can help you stay in touch with your customers. www.rgsafe.com.

Because sometimes you have to setup shop no matter where you are. Learn how to access sales leads and client files on the go at www.rgsafe.com.