To succeed as an independent insurance agency, it is essential to have effective marketing and growth strategies. But how do you know which strategies are working and which are not? The answer is simple: analytics!

When you’re naming your independent insurance agency, it’s important to get it right the first time, so be thoughtful. Your insurance agency’s name will help define your overall brand, and having to rename or rebrand[...]

There is no way to avoid it; if your agency doesn’t have a social media presence yet, now is the time. A recent industry study finds that social media marketing is the top marketing strategy used by successful[...]

Networking is an essential aspect of succeeding in the insurance industry. Our industry’s lifeblood is to become a trusted and sought-after insurance resource for your target audience in the local community; the more[...]

A marketing funnel captures the path prospects will travel - typically online - from needing your services to signing with your agency. Your marketing funnel will try to anticipate a client's needs and take proactive[...]

When welcoming new clients to your independent agency, you have to create an environment that makes them feel valued right away. A good onboarding packet makes that introduction process more seamless. It provides your[...]

Marketing is a major component of starting a business. Writing a marketing plan is a realistic and detailed plan of action to position your independent agency in the best light possible and ensure the best client[...]

The insurance industry has proven itself to be both pandemic and recession-proof. Uncertain times tend to highlight the need for insurance and protection. However, some clients have had to cut back on their insurance[...]

A business plan is an essential first step to getting your agency up and running, and a helpful tool to help you voice your mission, vision, and goals and implementing a detailed plan for achieving each goal. You need[...]

Before you start selling your clients on the value of insurance, you need to make sure your own insurance portfolio is in order. As an independent agent, just like any business, you need to protect your business and[...]