If you want to open an independent agency, you need to take a multi-pronged approach to the process. You must conduct research, discuss your plans, and be prudent about the choices you make. Like any business, being an[...]

Transitioning From Captive to Independent Leaving Your Captive Agency

5 Ways to Improve Team Communication in 2021 Good communication is one of the secrets of an effective team. It helps get things done and establish strong relationships. Better communication leads to lower turnover rates[...]

Watch Out for These Virtual Selling Mistakes These days, most client conversations happen virtually. Thankfully, technology makes it easy to connect with them and assist them through their insurance decisions. However,[...]

No Zoom? No Problem! This year, virtual communication has become more critical than ever. In a situation where meeting one-on-one is complicated, everyone has turned to technology to keep relationships —professional or[...]

Tips for an Effective Virtual Client Meeting The way we meet with clients has also taken a turn this year. 2020 has been the year where business truly harnessed the power of everything virtual and digital, including[...]

Here’s How Using Zoom Can Benefit Your Small Business Communication is essential for any business to succeed. This year has been pivotal for small businesses in learning to communicate efficiently despite the[...]

Attract New Homeowners with These Insurance Selling Strategies Every customer has different insurance needs. Managing your relationship with a customer looking for health or car insurance is not the same as managing[...]

Strategies to Win Over Indecisive Clients Managing a relationship with a client that shows interest in your products is always a pleasure. It’s an easy transaction because they ask for your advice, are eager to hear[...]

These Common Issues That Can Derail Your Business Ready to start a new business? We commend you for that decision. Starting your own business can provide personal and professional fulfillment and many other benefits,[...]