There are two essential business concepts that appear similar but should be treated separately; your brand and your business. Building a brand will help define your business, while your business strategy will focus on[...]

In this article, we're going to explore a common query we get from captive agents transitioning to independent insurance agents: How do you choose an insurance niche without limiting your growth potential? Keeping your[...]

To market your business, you need a solid understanding of who your potential clients are. Writing a client profile is the foundation of your business and marketing success. When you know whom you are selling to, you[...]

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 brand voice should be authentic to you, your agency, and target audience. Your client communications tone and style and your marketing strategy should reflect your industry and products and match your audience’s[...]

Evaluating client relationships is a vital aspect of running a successful agency. With every client, you have to determine the long-term value. Will this client be worth your time and energy? The cost of maintaining a[...]

Signing clients is one of the biggest challenges of running an independent insurance agency. Many agents find the process of signing the first client to be the most difficult aspect of establishing an agency. While you[...]

Referral programs are an effective tool to generate more leads. They encourage current clients to recommend your services to their connections, which brings more prospects to your doorstep. A well-managed program can[...]

The younger generations need insurance more than ever. They face rising healthcare costs, financial uncertainty, and a volatile market. A large portion of this demographic is either uninsured or underinsured. They have[...]

Creating a safe and healthy environment The COVID-19 pandemic has changed the way we live and work. Both clients and your employees are itching for some face-to-face human contact, but they need assurances that it’s[...]