Is your client acquisition process passive—waiting for the phone to ring in hopes that new clients will find you? Do you have a proactive marketing strategy to consistently attract new clients and drive growth? When was the last time you reviewed your strategic...
The excess and surplus lines insurance market provides specialized coverage for risks that have been declined, nonrenewed or that possess unique underwriting characteristics. Also known as surplus lines or the nonadmitted market, this sector caters to risks that...
Even though most of your employees should be in the baby boomer, Gen X and millennial generations, there could be members of the Silent Generation and Gen Z working together, too. This can be a good thing as cross-generational experience can be beneficial to problem...
If you’ve been paying attention to the news, you may have noticed that the concept of diversity, equity and inclusion is under increasing scrutiny. Critics argue that DEI undermines meritocracy, casting it as a political distraction from core business goals. As a...
Even though most of your employees should be in the baby boomer, Gen X and millennial generations, there could be members of the Silent Generation and Gen Z working together, too. This can be a good thing as cross-generational experience can be beneficial to problem...
Running an independent insurance agency takes more than industry knowledge—it takes constant communication, timely responses and strong client relationships. Whether you’re meeting with a prospective client, handling a claims call, or juggling multiple renewals, clear...
The war for talent isn’t slowing down. In fact, a recent Gallup study showed more than half of respondents are actively exploring new job opportunities. So, how do you retain top talent in a market in which employees are rethinking where, how and why they work? The answer lies in offering benefits that meet today’s expectations. Overall, employees tend to prioritize two things: health care and flexibility. However, a well-rounded benefits package also includes mental health, financial stability, time off and growth opportunities.
Planning for long-term care always has been one of the most emotionally complex and financially uncertain parts of preparing for retirement. Many families delay the conversation until they’re in crisis, often leaving limited options and a heavy burden on loved ones. But artificial intelligence is starting to change that, offering a smarter, more personalized way to think about long-term care planning, and providing independent agents with new tools to help their clients prepare with confidence.
In the world of insurance sales, few things surprise independent agents more than a commission chargeback—especially when it’s requested years after the original transaction. While these occurrences may seem arbitrary or unfair, they often are rooted in the fine print...
Answer this one honestly: Does your agency actively collect and act on feedback from customers and employees? If the answer is no, you’re not alone. Some independent agents gather enormous volumes of feedback, but they fail to follow through. Others shy away from...
