Common Merger Pitfalls
Insurance agency mergers and acquisitions (M&A) have a lot of potential value, but getting internal stakeholders on the same page [...]
9
02, 2022
27
01, 2022
Preparing your Agency for a Sale
Preparing your Agency for a Sale The last few years have been a frenzy in the Independent Insurance Agency M&A [...]
27
01, 2022
How Agents Can Become Partners With Their Clients
For an agency to grow truly sustainable, it is critical to accomplish two things, sell insurance and develop and maintain [...]
11
01, 2022
Proven Ways To Build Strong Insurance Relationships
The partnership between an insurance agent, an insurer, and a client is one of the most important in the industry. [...]
15
12, 2021
Keys To Training New Employees
In theory, you recruit certain employees for their qualifications and expertise and others for their labor and ability to learn [...]
11
12, 2021
How Agents Can Become Partners With Their Clients
For an agency to grow truly sustainable, it is critical to accomplish two things, sell insurance and develop and maintain [...]
22
11, 2021
Improve Customer Satisfaction
All businesses want to think they provide great customer service. We all can agree repeat business is where the real [...]
10
11, 2021
Social Media For Agency
We are in a new era of marketing and business development. The social media revolution is here. If you're not [...]
22
10, 2021
Good Reasons To work With An Insurance Agent
Do you find yourself annoyed by a lack of decent customer service? Are you tired of calling a firm [...]
11
10, 2021
How an Agent Can Go From a Vendor to a Trusted Advisor
My goal in these articles is to create a dialogue among agents and insurance buyers about the differences between being [...]