Businesses are only as good as their client relations, and proactive customer service is one of the best ways to improve these relations. Whether you’re a full-service or a niche agency, it’s vital that your clients get[...]

Running an agency can be hectic, and with the challenges faced in today's work environment, it can be hard to stay organized. However, streamlining how you utilize your customer relationship manager (CRM) or agency[...]

There are two types of insurance agents: independent and captive. Independent agents are free to represent multiple insurance companies, while captive agents are more restricted. While both types of agents have the same[...]

Social media has evolved into an essential strategic communication tool for businesses. For insurance agents, social media provides an opportunity to connect directly with clients and develop customer relationships. In[...]

You've built a great business, and it's time to take it to the next level by scaling your agency, but how can you do it? There are plenty of top agents in the industry who have figured out the tips and tricks of the[...]

In today’s interconnected digital world, cyber security threats are ever-present and evolving at an exponential rate. Even if your organization hasn’t yet been hit by hackers or malware, it’s important that you take[...]

Today's consumers are acutely more aware of how brands interact with them and demand purpose and personalized solutions to meet their individual needs. Committed brands focus on understanding client needs and behaviors[...]

Clients today expect the same personal attention and service regardless of how they interact with your business. By using digital tools to offer unparalleled client experiences, you can build brand loyalty, increase[...]

As an independent insurance agent, one of your most important goals should be to run your business as efficiently as possible. And while there are numerous ways you can do this—from outsourcing specific administrative[...]

Email marketing continues to be one of the most effective ways to connect with your customers, but many businesses fail because they simply don’t know how to make it work for them. Many factors are involved in email[...]