Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

How Does an Agency Shift for Success During a Pandemic?

Agency Owner Articles

In this episode, Justin and Jordan talk about best practices when managing a remote workforce and how agents can continue successfully prospecting by providing valuable information to potential customers. Beverage of Choice: Old Fashioned with a Twist Part 1: How do you know what employees are up to in a remote work environment? Part 2: […]

Valuable Lessons Learned So Far During COVID-19

Agency Owner Articles, Helpful Tips: For Leadership

In this episode, Justin and Jordan discuss the challenges insurance agencies, as well as other businesses, are facing as they weather the financial complications caused by Coronavirus. The guys also make predictions about the effect Coronavirus will have on the insurance industry. Beverage: Tequila Esperanto Seleccion Añejo Part 1: How can agency employees find job […]

How Should Internal Employee Moves be Managed?

Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership

Tune in for the latest episode of The Independent Agent! Episode 40 Learn about internal shifts in employment and how to provide opportunities for your agents. It’s time for another round of The Independent Agent with your hosts, Jordan and Justin! This week, things get interesting as they tackle two thought-provoking topics: But that’s not […]

The Impact of the Pandemic on the Insurance Industry

Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Leadership

We have certainly seen a fair amount of changes in our world due to the pandemic, but there is more to come.  As we continue to adapt and learn from this unprecedented situation, we have yet to determine the long-term impact.  The insurance industry has already had to make some uncomfortable shifts. Businesses have downsized […]

3 Keys to Job Security in a Pandemic

Agency Owner Articles, Agency Staff Articles, Helpful Tips: For Employees

The pandemic of 2020 will impact the economy in ways that we have yet to fully understand. The insurance industry is certainly not insulated from this.  While particular niches your agency serves may be able to sustain themselves or even succeed amid COVID, others have suffered significant setbacks, leaving them with no choice but to […]

Help Employees Achieve Greater Productivity in a Remote Workplace

Agency Owner Articles, Helpful Tips: For Leadership

The shift from in-office to remote work has presented a variety of challenges for insurance agencies. As so many made the transition overnight, being able to effectively move all operations from inside the same building into everyone’s homes has been difficult for both agencies and their employees. We are living in unfamiliar and unprecedented circumstances. […]

Finding Prospects During a Persisting Pandemic

Agency Owner Articles, Helpful Tips: For Employees

As the pandemic has persisted and evolved, it has brought many challenges to insurance agencies.  While many of these difficulties have depended on each agency’s region, there are universal struggles we all face.  Producers are faced with the challenge of creating and building relationships with prospects new and old without much access to new opportunities. […]

Breathing Life Back Into An Old & Ugly Office Space

Agency Owner Articles, Helpful Tips: For Leadership

Some insurance agencies boast modern buildings with sleek exteriors and fresh interiors.   On the other hand, there are still many agencies on the opposite end of the spectrum.  They operate in old buildings handling required maintenance but leave even simple updates at the bottom of the expense and the to-do list.  While some agency owners […]

How to Handle a Decline In Employee Performance

Agency Owner Articles, Helpful Tips: For Leadership

It is always difficult to watch a top performer in your agency start to demonstrate a decline in performance.  There can be a tendency to bend over backward to save the employee by overlooking the growing performance issues hoping that they will turn things around.  However, turning a blind eye is damaging to the employee […]

3 Tips for More Effective Carrier Meetings

Agency Owner Articles, Helpful Tips: For Leadership

When it comes to making the most of each workday in an insurance agency, time management is essential. This time issue is especially applicable to the constant barrage of meeting invites that chime in our inboxes daily. Meetings can quickly consume hours of our days and cause a significant blow to productivity. While meetings occur with different parties […]