In any industry, strong client relations are crucial to business success. Proactive customer service — where you anticipate and address issues before they escalate — can significantly enhance these relationships and[...]
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[...]
