What happens to your insurance agency when you're ready to retire or can no longer run the business? For independent agency owners, that question is at the heart of perpetuation planning — a crucial yet often overlooked[...]

If you’ve been feeling stuck or unfulfilled in your current job, especially during uncertain times, it might be time to consider a career change. While many industries struggled through the pandemic, others — like[...]

In today’s competitive landscape, building long-term relationships with your clients is more important than ever — especially in the insurance industry, where in-person meetings are increasingly rare. Retaining your[...]

In the aftermath of the pandemic, businesses continue to face significant workforce challenges — from adjusting to remote work to weathering economic instability. While many companies strive to avoid workforce[...]

Winning new clients is an exciting part of growing your business — but signing a client is just the beginning. To build long-term success, you need a solid strategy for client retention. Developing strong client[...]

Looking for a refreshing way to recharge your team and make a positive impact this summer? Planning a community service event could be the perfect answer. It’s not only a great excuse to step away from the desk, but it[...]

While digital marketing may dominate the conversation, direct mail has made a notable comeback — and it’s proving to be highly effective, especially for independent insurance agencies. This traditional marketing method[...]

The concept of neurodiversity represents a largely untapped talent pool that can help address the challenges agencies face, such as high turnover rates, talent shortages, and capacity issues. Individuals with[...]

Focusing on a niche market in the insurance industry can set you apart from the competition and drive growth for your business. Narrowing your focus and honing in on a specific market allows you to leverage your[...]

In today’s mobile-driven world, where Americans spend an average of over 4 hours daily on their phones, having a mobile app for your insurance agency could be a game-changer. As technology evolves, customers expect[...]