Entering the property and casualty (P&C) insurance industry as a newly licensed agent can be both exciting and daunting. While passing the licensing exam is a significant achievement, many new agents quickly realize[...]

In a world marked by economic flux and technological evolution, independent insurance agencies are confronting a myriad of challenges, both familiar and novel. These hurdles, ranging from digital disruption to[...]

Client referrals are one of the most powerful ways to generate new business, but many businesses don’t have effective referral programs in place. A client referral program encourages current clients to recommend your[...]

The insurance industry is no stranger to the ebbs and flows of market cycles, and currently, agencies find themselves grappling with the challenges posed by a hard market. This phase of the market cycle, characterized[...]

Every independent insurance agency possesses a brand, whether cultivated intentionally or left to chance. Deliberate branding efforts can transform your agency's image, fostering growth and recognition within the[...]

In today's mergers and acquisitions (M&A) market, selling an agency presents a tremendous opportunity for owners to cash in on their most significant financial asset. However, as the saying goes, knowledge is power.[...]

Millennials and Generation Z are vastly different from previous generations, and these two groups will soon dominate your customer base. It's crucial to market your agency in ways that specifically appeal to them, which[...]

Workplace conflict is often dreaded, especially in the ever-changing insurance industry. However, conflict — whether in the workplace or elsewhere — is inevitable. The good news is that it doesn’t always have to be a[...]

Analyzing data and metrics is essential for discovering critical insights needed to grow your business efficiently. Data analytics applications can gather, process, and analyze data in real-time, offering greater[...]

In the world of marketing, the concept of a sales funnel is akin to a filtration process where high-quality leads are distilled down to actual sales. The term "funnel" is used because it is wide at the top and narrow at[...]