Blog

No matter the size of your workforce, an up-to-date employee handbook is crucial for setting clear expectations, protecting your company legally, and ensuring consistent treatment of employees. A well-drafted handbook[...]

The holiday season is a perfect time to show appreciation for your employees while recognizing the diversity within your workplace. With celebrations like Thanksgiving, Hanukkah, Christmas, Kwanzaa, and New Year's Day,[...]

Deciding whether to remain a captive agent or to venture into the independent insurance world is one of the most significant decisions an insurance professional can make. This transition is deeply personal and requires[...]

Knowing where your business stands is crucial for setting future goals and ensuring success. A thorough, independent valuation of your agency provides a clear snapshot of its current market value, along with insights[...]

Creating an effective homepage is crucial for independent insurance agencies aiming to stand out in the crowded digital space. Despite the growing importance of a strong online presence — accelerated by the COVID-19[...]

Independent insurance agencies thrive on a blend of high account retention and sustainable organic growth. One key strategy for achieving this growth is generating a steady stream of referrals, which are crucial for[...]

In today’s competitive landscape, retaining clients and fostering strong relationships is crucial, especially for independent agents working with clients in specialized industries. While delivering quality service is[...]

In the independent insurance industry, securing the right clientele is crucial for success. As your business expands, you'll encounter a diverse range of potential clients, each with unique needs and characteristics.[...]

In today’s digitally-driven world, LinkedIn has become a vital tool for professionals looking to expand their network, generate leads, and establish themselves as industry experts. For independent insurance agents, this[...]

QR codes have rapidly evolved from simple barcodes to dynamic marketing tools with myriad applications. As technology continues to shape consumer behavior, insurance agencies can leverage QR codes to enhance customer[...]