Articles, guides and tools for insurance and pension agencies
Practical reading for running a modern agency, plain-language guides you can send to clients, and interactive calculators that work with your own numbers.
Articles
14 articles
- Running an agency10 min read
How to Choose a CRM for an Insurance Agency: Buyer's Guide, Checklist and Comparison
A buyer's guide for insurance and pension agencies: criteria, demo questions, and a fair picture of spreadsheets, generic CRMs and insurance-specific systems, sourced from the vendors' own sites.
25 Oct 2026Read the article - Open banking & data10 min read
How to Pull a Client's Clearing-House and Har HaBituach Data With Consent: The Process End to End
The practical process for pulling a client's pension and insurance data with their consent: authorisation, what arrives, unifying it in a client card, what to record, and what to confirm with the regulator first.
25 Oct 2026Read the article - Insurance10 min read
Digital Signature for an Insurance Agency: Validity, Evidence and What to Check in a Vendor
What counts as an electronic signature in Israel, why legal validity depends on the document and the requirement, what evidence to keep, and a checklist for choosing a signing solution for an insurance and pension agency.
25 Oct 2026Read the article - Running an agency9 min read
A Shared WhatsApp Business Inbox for an Insurance Agency Team: How to Do It Right
From personal phones to a shared inbox: assignment rules, templates, response hours, document requests, marketing consent and metrics. A practical guide for the team of an insurance and pension agency.
25 Oct 2026Read the article - Running an agency9 min read
How to Cut Lead Response Time in an Insurance Agency: Measurement, Routing and a Routine
Not just “answer faster”: how to measure response time, route leads, handle after-hours leads, and build a weekly routine that shortens it. With a free calculation model.
25 Oct 2026Read the article - Running an agency10 min read
Commissions and Production Reports in an Insurance Agency: Checking You Get What You Are Owed
What a production report and a commission statement contain, how to match them to your policy list, which gaps recur every month, and a simple monthly routine.
25 Oct 2026Read the article - Tech & automation9 min read
An AI Team for Your Agency: Delegate Without Abdicating
AI assistants on CRM data can save time, but client data needs protecting. What to delegate, where a human approves, and which red flags to know.
13 Oct 2026Read the article - Running an agency8 min read
The Six Numbers a Small Agency Should Track
Six simple, well-defined numbers are enough to see where your agency's funnel leaks and what to fix first.
13 Oct 2026Read the article - Running an agency7 min read
Automating the Admin: Where the Hours Go and What to Start With
Find where the admin hours go, pick the first thing to automate, and estimate the saving from your own numbers.
13 Oct 2026Read the article - Running an agency8 min read
Har HaBituach and the Pension Clearing House: Working Properly with Client Consent
How to use Har HaBituach and Pension Clearing House data properly: client authorisation, what you need from the client, and how to present findings.
13 Oct 2026Read the article - Running an agency7 min read
Digital Forms and E-Signing for Agencies: Paperless Client Intake
End-to-end digital intake: a link, mobile filling, signing, a seal and an audit trail, and what to settle with your compliance adviser first.
13 Oct 2026Read the article - Running an agency7 min read
Speed to Lead: Discipline Measured in Minutes, Not Days
A waiting lead goes cold. Set a first-response rule, use WhatsApp for follow-up, and start from ready Hebrew and English scripts.
13 Oct 2026Read the article - Running an agency8 min read
The 360° Client View: An Agent's Playbook
One client card joining pension, insurance, investments and real estate: what to check before every meeting, and which triggers justify reaching out first.
13 Oct 2026Read the article
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