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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
Agency Owner Articles
Why Operational Efficiency Is the Hidden Driver of Your Insurance Agency’s True Value Getting an accurate insurance agency valuation isn’t just about crunching numbers—it’s about understanding what makes your business truly valuable to potential buyers. Whether you’re thinking about retirement, considering a sale, or want to know where you stand, knowing your agency’s worth requires […]
Agency Owner Articles
Why Insurance Agent Productivity Is the Key to Sustainable Agency Growth The success of any insurance agency hinges on one critical factor: how to increase insurance agent productivity. When your team operates at peak efficiency, everything else falls into place—resulting in higher revenue, better client relationships, and smoother operations. The question isn’t whether you need […]
Agency Owner Articles, Helpful Tips: For Training
In the past, in-person training worked well at most insurance agencies. However, with remote work on the rise over the past few years and a significant spike as a result of COVID-19, in-person training may no longer be the best option. Regardless of location, employees will still need training. How can agencies accommodate this […]
Agency Owner Articles, Helpful Tips: For Leadership
As a leader in your insurance agency, one of the critical parts of the job is providing feedback to employees. The skills required to give quality feedback can be among the most challenging to develop. When it is delivered effectively, negative and positive feedback can help employees improve. However, done poorly, it can hurt future […]
Agency Owner Articles, Helpful Tips: For Leadership
The success of an agency is measured not only by profits and topline growth, but also in how the employees of the agency feel about the company. In recent years “culture” has become a buzz word in the business world, but this does not make it any less critical. Thriving insurance agencies recognize the value of […]