Graphic with Robert Smith's picture welcoming him as Assistant Vice President and State Agency Manager for Missouri and Kansas

Alliant National Announces the Hiring of Robert Smith

Longmont, Colo. – (October 4, 2021) – Alliant National Title Insurance Company, a unique title insurance underwriter that partners with independent agents to improve their competitive position, announces the hiring of Robert Smith as Assistant Vice President and State Agency Manager for Missouri and Kansas.

Smith is a collaborative, talented and accomplished title professional who strives to build mutually beneficial, long-term relationships. For nearly 20 years, he has been the owner and operator of a small title company in Richmond, Missouri, located outside of Kansas City. Having previously been an agent, he has an acute understanding of the obstacles agents face and the solutions that can help them achieve greater productivity.

At Alliant National, Smith will be responsible for assisting regional agents with streamlining and improving their business workflows, business planning and growth, and marketing and education. He will also actively pursue new agent relationships and meet with each active Alliant National agent within his first 90 days of employment.

“I am very excited to have this opportunity to take my career to the next level with Alliant National,” said Smith. “There is a family feel here, and that is what sets us apart from the competition. I can’t wait to work with such an amazing team. As they say, TEAM means: Together Each Achieve More!”

“Robert brings a set of unique traits that will be invaluable as our agency manager for Kansas and Missouri,” said Manoj Purohit, Senior Vice President, Central-West Region Manager for Alliant National. “Having over 25 years of industry experience, including examining title and owning a successful agency, Robert promises to be a true resource and partner to our agents. We are excited to have him join the Alliant National team.”

Smith believes strongly in giving back and is highly active in his community. He is active in various community organizations, including the Richmond Masonic Lodge No. 57 AF & AM, and the Richmond Chamber of Commerce. Additionally, he is a Paul Harris Fellow with the Rotary International, which provides funding to community projects.

Outside of the office, Smith spends time with family, and enjoys boating and supporting the Kansas City Chiefs.

Alliant National distinguishes itself from competitors by combining strong underwriting capability with independent agents’ in-depth knowledge of local markets. The result is a nationwide network with deep roots in local communities, and a wealth of expertise that is flexible, nuanced and continuously growing.

Visit alliantnational.com for additional information.

MEDIA INQUIRIES

Cathie Beck
Capital City Public Relations
e: cathie@capitalcitypr.com
p: 303-241-0805

ABOUT ALLIANT NATIONAL TITLE INSURANCE COMPANY

The Independent Underwriter for The Independent AgentSM – Alliant National believes in empowering people to thrive.

The company protects the dreams of property owners with secure title insurance and partners with 600+ trusted independent title agents as a licensed underwriter in 30
states and the District of Columbia.

The words: sales, CRM, Analysis, support, strategy, service and marketing in magnifiers on white background. All words are black except CRM is in red.

What CRM is Right for You?

Having well-organized data is the lifeblood of modern business. Do you have the right system in place?

Running a successful business hinges on data. Without it, you cannot gain a clear picture of your customer base. You can’t understand your sales productivity or optimize your team’s communication or collaboration processes. But it’s one thing to recognize the need for data; it’s another thing entirely to know how to organize and leverage it. Thankfully, a solution exists that can help you streamline your business, improve customer relations and successfully grow your revenues. That solution is a customer relationship management (CRM) system.

What is a CRM Platform?

A CRM platform is a technology solution that allows you to easily manage all interactions you have with an existing or prospective customer base. On a broader level, however, these platforms assist companies with streamlining processes and improving profitability.

Why Do You Need a CRM?

A good CRM can unify your business. By leveraging the solution properly, each department within your agency can gain real-time insights into your sales, business objectives and overall profitability. This solution also gives every department a clear view into your customers, utilizing data the CRM typically organizes into a customizable and exportable dashboard. You can optimize your marketing efforts with this information, harnessing data to implement better campaigns and make more sales.

CRMs have a role to play in customer service as well. We live in a world of omnichannel communication, which can often make managing customer interaction complex and arduous. CRMs, however, make it easy to engage with customers across multiple channels and ensure that each touchpoint is carried out perfectly.

Where to Begin?

Whenever you are making an IT investment, or any business investment, it’s always wise to begin with your goals. What exactly are you trying to accomplish? With a CRM, companies are often trying to accomplish a few different objectives, such as tracking leads, customers and sales; unifying operations; increasing productivity; and making data-driven decisions. Think about the features that are the most important to your organization so you can prioritize those during your CRM selection process.

Then start conducting your research on potential vendors you’d like to work with. There is a glut of information online that you can use to inform your search, with this article, in particular, giving a good overview of the best solutions for different types of businesses.

Understand the Process

Once you have some idea of what you need, you can begin working with a product vendor. This can be a complex and, at times, lengthy process. Depending on the size of your organization, your vendor may even assign you a project manager to keep the implementation of your solution on track. Be sure to rely heavily on the expertise of your vendor, and when you are trying out a demo of the product, make it a priority to test every function so you can obtain a clear and comprehensive picture of its capabilities and whether they align with your goals.

Gain Buy-in

Implementation with your vendor should not occur in a vacuum. Your team needs to be involved in various capacities from beginning to end. Not only will your team ask pertinent questions that you haven’t thought of, but they are, in fact, the people who will need to use the solution going forward. It is crucial that you gain a sense of your CRM’s overall usability and how steep the learning curve might be upon adoption. Remember, staff training time will reduce their bandwidth to work on other projects.

CRMs Bring Positive ROI

Implementing a new system can be a unique challenge for businesses. Not only does it cost time and money, but benefits can feel intangible and unproven – at least initially. What’s important to note, however, is that a CRM can make a real, long-term difference to your business, both for your customer relations and your bottom line. For anyone operating in a customer-centric business, it can have a transformative impact by increasing customer lifetime value, reducing your operating costs and facilitating remote or hybrid work. It’s an important investment to make if you hope to streamline your current operations and succeed in the future of work.

Graphic with Rae Jeanne Steele's picture welcoming her as a Southwest Agency Representative at Alliant National.

Southwest Team Grows Stronger

Rae Jeanne is a deeply knowledgeable and talented professional with a long history in the field, having grown up helping manage her mother’s Texas real estate firm. After receiving her license in 1994, she led her own team within that firm, and for the past decade, she has been busy assisting her husband with their business and managing her real estate practice. 

We are thrilled to have her accept this position at Alliant National, where she will split her time between agency responsibilities and helping foster continuing education initiatives. We are confident Rae Jeanne will excel in this position for many years to come!

Rae Jeanne enjoys staying active outside of work. A self-described lake rat, she loves boating, cook-offs and spending time with her husband and two young adult children. She is involved with outreach and youth programs through her church, and she has worked with several committees at her local Chamber of Commerce in the past.

If you have questions for Rae Jeanne or would simply like to send her a personal welcome, she can be contacted at: rjsteele@alliantnational.com.  
  Please join us in warmly welcoming Rae Jeanne to our Southwest Regional Team!

icon of blue outlined files with an orange padlock in front

How to Securely Share Your Files

Digital file-sharing is a normal part of business, but don’t let down your guard

Today you can send almost any type of file through the internet. Digital repositories to receive or send data are a standardized feature of many office-based workplaces. In each one of our pockets, there is a cloud-connected device continually backing up our files, notes, pictures and texts.

While this technology is incredibly convenient, offering a streamlined way to share personal or professional information, it can still carry a security risk. If you don’t protect your files, there is the possibility someone could access or hack your business’s personal details. In this blog, we will discuss different ways to stay safe while sharing your files.

P2P File Sharing: What Are the Risks?

Whenever you engage in peer-to-peer (P2P) file sharing, you are opening yourself to potential security risks. From difficulties in tracking what becomes of your files to the elevated threat of malware, you can’t be too careful when sharing sensitive information. Downloading files also often results in significant traffic over a network, potentially reducing the availability of select programs on your computer or access to the internet itself.

Reasonable Precautions

With the inherent risk to P2P systems, how can you protect yourself? While nothing can completely eliminate risk, there are several strategies for more securely sharing files. First and foremost, there is anti-virus software, a type of software specifically designed to recognize, sequester and eliminate threats. Keep in mind that bad actors are constantly creating new viruses, so you can’t have a set-it-and-forget-it attitude. Use due-diligence and keep your anti-virus program current to maximize the amount of security it offers.

It is possible to apply an additional level of security by adding password protection to your files. Modern software programs make this easy to implement. For instance, Microsoft Word offers a step-by-step guide for how to attach an encrypted password to your documents.

The next method is to use encryption. By encrypting your files, you will always be able to keep your folders safe. Typically, encryption is accomplished with algorithms such as ECDH. You will want to ensure that encryption is part of any file sharing service you pursue for business purposes. And luckily, there is a wealth of information out there to help you vet potential providers.

Email is another common way that files get transferred, and it is highly important to secure these electronic communications. A frequent technique of email hacking is phishing. Stay alert when exchanging emails with anyone you don’t know. There are also specific email settings to keep the attachment of an email completely protected. Finally, many anti-virus software programs will scan all your emails and check whether they are infected or not.

You Can Never Be Too Careful With it becoming ever easier for people to connect, communicate and collaborate, one can occasionally forget that safety must be prioritized to the same level as productivity and convenience. Yet there are plenty of easy steps one can take to bolster their security when sharing files. By implementing these best practices, you will fortify your data and files, and be able to safely leverage these technologies for greater business growth.

Graphic with Micah Owen's picture welcoming her as the South Carolina Agency Manager at Alliant National

Alliant National Announces the Hiring of Micah Owen as South Carolina Agency Manager

Longmont, Colo. – (September 13, 2021) – Alliant National Title Insurance Company, a unique title insurance underwriter that partners with independent agents to improve their competitive position, announces the hiring of Micah Owen as South Carolina Agency Manager.

In addition to leading Alliant National’s operations in South Carolina, Owen will be an active member of the Southeast Region’s staff. She will contribute to the development of Alliant National as both a strong regional player and national underwriter. Her day-to-day responsibilities will include signing, developing, marketing and managing Alliant National’s policy issuing agents in South Carolina. She is most looking forward to fostering new connections in her beautiful home state.

“I am blessed to begin my career with Alliant National at such a young age,” said Owen. “My co-workers have already made me feel like family. They have all been exceptionally welcoming, and it means a lot to see how excited they are for me to start.”

“When you find and hire a professional like Micah, it isn’t difficult to get excited,” said Tracey Webb, Senior Vice President and Southeast Region Agency Manager. “In meeting her, I was immediately struck by her versatile abilities, strong industry knowledge and her interest in and dedication to the agents we serve and support. We are lucky and thrilled to have her in this important role.”

Having worked for years in the fitness industry before moving to the title insurance field in 2017, Owen brings a commitment to excellence and a knack for relationship building that will be an important asset to Alliant National’s work in the region.

Perhaps unsurprisingly, Owen is a fitness guru in her personal life. She is most happy when spending time with her family, exploring South Carolina’s Lake Murray and playing kickball with her team of five years.

Alliant National distinguishes itself from competitors by combining strong underwriting capability with independent agents’ in-depth knowledge of local markets. The result is a nationwide network with deep roots in local communities, and a wealth of expertise that is flexible, nuanced and continuously growing.

Visit alliantnational.com for additional information.

MEDIA INQUIRIES

Cathie Beck
Capital City Public Relation
e: cathie@capitalcitypr.com
p: 303-241-0805

ABOUT ALLIANT NATIONAL TITLE INSURANCE COMPANY

The Independent Underwriter for The Independent AgentSM – Alliant National believes in empowering people to thrive.

The company protects the dreams of property owners with secure title insurance and partners with 600+ trusted independent title agents as a licensed underwriter in 30 states and the District of Columbia.

This blog contains general information only, not intended to be relied upon as, nor a substitute for, specific professional advice. We accept no responsibility for loss occasioned to any purpose acting on or refraining from action as a result of any material on this blog.

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