Essential Resources & Blogs for Insurance Agency Success

What Owners Need to Know About Protecting Agency Finances

Agency Owner Articles, Helpful Tips: For Leadership

Finances can be a sensitive subject in any business, and this is true in an insurance agency.   Whether it is accounts receivable and payable, commissions, contingency income, payroll, or bank accounts, all of these things are critical to its function.  To ensure that the agency can continue operating at the most efficient level financially, […]

How to Address Employee Interest In Agency Financials

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.  This information is reviewed and used by agency owners and leaders to make strategic decisions for the company.   And while this information is most critical to owners and leaders, there can be a curiosity among employees […]

Important Tips to Protect Relationships in a Family Agency

Agency Owner Articles, Helpful Tips: For Leadership

Insurance agency owners all across the country run successful businesses spanning several decades, contributing to their local economies by supporting families and businesses’ needs in their communities. A significant factor in this is an owner’s ability to develop a perpetuation plan that allows the agency to thrive over multiple generations. Often, owners plan to hand […]

How to Set Your Child Up for a Successful Insurance Career

Agency Owner Articles, Helpful Tips: For Leadership

For many years, the insurance industry has thrived with independent agencies building a legacy by passing operations from one generation to the next.  And while the industry has seen a lot of consolidation activity over the last few years, there are still thousands of 2nd and 3rd generation independent agencies run by the original owners’ […]

Providing Opportunities to Employees In Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

As employees at your agency continue growing in their roles, they may develop an interest in finding out what else insurance offers. When opportunities present themselves within the agency, opening those positions up to other staff may be met with resistance by some, but can be an exciting possibility to others who want to explore […]

What Every Agency Should Do to Prepare for Employee Retirements

Agency Owner Articles, Helpful Tips: For Leadership

How to Know When it’s Time to Hire in Your Agency

Agency Owner Articles, Helpful Tips: For Hiring

What Agencies Need to Know Before Buying Lead Lists

Agency Owner Articles, Helpful Tips: For Leadership

Being able to source enough leads to keep the new business pipeline full and new business goals on track can often be a challenge for insurance agencies.  Whether this is impacted by the niche a producer specializes in, the type of insurance they sell, or the restrictions of the agency’s geographic location, maintaining a healthy […]

Dealing with Problems in the Sales Process

Agency Owner Articles, Helpful Tips: For Leadership

No two producers are alike, and this is apparent in the way they go about selling. Each producer will develop their selling style based on their personality and the type of client they are pursuing. As important as it is to provide producers flexibility and freedom to add their unique flavor to what they do, […]

3 Essential Tips for Producer Management & Compensation

Agency Owner Articles, Helpful Tips: For Leadership

Producer compensation can be a sensitive topic with no perfect solution. Every agency seems to set these up in a unique way.  Attempting to create the perfect formula for every producer can be a futile effort.  Choosing the cookie-cutter approach rather than analyzing and evaluating each producer book based on individual merit can lead to […]