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[...]

For captive agents, going independent will open up a new world of possibilities and opportunities. Being independent means you get a chance to make an impact on the industry and use all your knowledge and experience in[...]

Having a good client onboarding process available when you sign new clients makes the transitional process a lot easier and establishes trust immediately. It’s the first step towards a professional relationship,[...]

Core values help define your agency's mission and are crucial in forging strong client relationships. There is a lot of competition out there for independent agents; what sets you apart is your ability to connect with[...]