Welcome to the NEW Nelson Insurance Website
January 4, 2022 - Joe Nelson, Owner
Happy New Year!
I hope you are as excited as I am about the new year, and the new possibilities that come with it.
2021 was a great year for Nelson Insurance Agency. We grew our client base and were able to help many more people and small business along all across the Southeast.
In 2020 we laid out our vision for this insurance agency. We want to give you big agency perks with small town service. It was a big year of transition for us as we changed several of our software programs we use to help and communicate with our customers.
In May we changed our Agency Management Software from Accuagency to NowCerts. This will allow us in the future to have a client servicing portal where you can view your insurance documents, get immediate evidence of insurance, and will sync with several other tools we are using including a mobile app which we plan to launch by the end of 2022.
In November, we started the transition to Agency Zoom, a Client Relationship Management system that offers the ability for our customers to email or text in requests for service, pipelines to track progress, automation for updates, and seamlessly integrates with our other systems.
Starting in January of 2022, we are going to add members to our team.
Our website has been JoeNelsonInsurance.com. But, we will be much more than just one person. And our name website change has reflected that.
Our new website domain and all systems are migrating to NelsonInsurance.org. This domain change reflects the honest truth, a team is more than just the leader. Our ORG / Organization suffix reflects that.
Outside of needing to update the multiple websites, business cards, and flyers that route to our old domain, nothing will change except an easy to read new layout and some new features for you to follow along with us.
We are as excited as ever to help you, represent you, and grow with you into the new year. Look forward to catching up with you soon!
All The Best,