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Articles, podcasts, videos, and industry guides to support
you and your insurance agency
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’ […]
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 […]
Agency Owner Articles, Helpful Tips: For Leadership
Agency Owner Articles, Helpful Tips: For Hiring
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 […]
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, […]
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 […]
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 […]
Agency Staff Articles, Helpful Tips: For Employees
Starting a new job in an insurance agency can create a full range of emotions. It is reasonable to feel like there is a lot to learn and unsure of where to start. And while all of this may feel a little unsettling and intimidating, the good news is that you’ve come to the right […]
Agency Staff Articles, Helpful Tips: For Employees