Essential Resources & Blogs for Insurance Agency Success

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 […]

How To Reconnect A Disconnected Team

Agency Owner Articles, Helpful Tips: For Leadership

Sending teams to work remote in early 2020 sent a bit of a shockwave through the industry, especially for offices operating in a very traditional brick and mortar office. At the time that agencies had to pivot operations, there was an understanding that this would be temporary. While some agencies have started to move back […]

How To Approach Diversity & Inclusion in Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

The insurance industry has been characterized in many less than complimentary ways over its time in existence.  Sayings like “stale, pale and male” and “Good Old Boys Club” are descriptions that have influenced opinions within the industry as well as the perception of those outside the industry.  The truth is it is an industry that […]

Making the Most of Marketing for Your Agency

Agency Owner Articles, Helpful Tips: For Leadership

Brand awareness is a critical component to the success of insurance agencies and the agents who work in them. Access to the right marketing can be the difference between reaching your target audience and missing the mark altogether. For marketing to be effective, agencies need to dedicate resources like time, money, and effort. A marketing […]

Finding the Right Fit For Your Agency Dress Code

Agency Owner Articles, Helpful Tips: For Leadership

It does not seem that long ago that the typical insurance agency office was full of men in suits and ties and women in skirts, blouses, and nylons. There has been a substantial shift over the last three decades to a much more casual approach. The push from employees to allow for an even more […]

What to Do When Hygiene Becomes a Problem In the Office

Agency Owner Articles, Helpful Tips: For Leadership

There is a logical expectation that employees in your agency will use a commonsense approach regarding appropriate hygiene and sanitary practices. Your agency very likely has a section in the employee handbook that covers general guidelines about personal hygiene. It is typically a safe assumption that employees will follow it without much discussion required.  Unfortunately, […]

Unlimited Vacation: Not Always a Day at the Beach

Agency Owner Articles, Helpful Tips: For Leadership

The idea of unlimited vacation gained popularity a few years ago as large corporations like Netflix, Hubspot, and Linked in made national headlines for offering this benefit to employees. And while it may sound like a great option to get the attention of potential new hires, there are many factors to evaluate before adding it […]