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The old approach to onboarding a client was brief: send the new client a welcome email, follow up with a call a few weeks later, and then send a reminder to renew. Modern customer onboarding must include a long-term[...]

What are the requirements to become an independent insurance agent? Before taking the plunge into running your agency, what do you need to consider? These are all great questions and ones that many aspiring agents ask[...]

Insurance agencies want to build and sustain relationships with their clients like any other business. To do this, you must show your clients that you’re trustworthy, reliable, and committed to providing them with the[...]

In today's chaotic world of marketing, it’s hard to know where to start and how to build your brand. It’s challenging when you’re working on your own, but that doesn’t mean you can’t figure out how to build your brand[...]

Engaging your local market is key to gaining more clients for your independent insurance agency. There are many marketing techniques you can use to help grow your business, but here are three that have been proven[...]

When you work as an independent insurance agent, you may come across clients who ask you to help them with their insurance claims. Helping your client file the claim may seem like the right thing to do, but it is not an[...]

Anyone can start an agency, but not everyone will succeed. Learn how to make your agency successful with this step-by-step guide on the A-Team’s strategies and techniques. Whether you want to build up your existing[...]

Millennials and Generation Z are drastically different from previous generations, and these two groups are going to make up the majority of your customer base in the years to come. For this reason, it’s imperative that[...]

Many people are hesitant to buy life insurance because they don’t know how it works or how much they need to buy. You can use this to your advantage when trying to sell more life insurance policies by providing valuable[...]

Starting from scratch as an independent agent can be daunting, but once you put in the work, you’ll be on your way to growing a sustainable and profitable business! Here are some tips on how to get your first client as[...]