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It’s still a great time to sell your agency

It’s still a great time to sell your agency

by Steven Germundson | Feb 24, 2025 | Agency Management

A client asked me, “Did I wait too long to sell?” Since the number of deals has generally been in decline since mid-2022, some agency owners may wonder if they missed the boat. They haven’t. In the second quarter of 2022, there were 1,206 deals announced for the prior...

A company-wide approach to cyber security preparedness and risk management

A company-wide approach to cyber security preparedness and risk management

by Katie Brenneman | Jan 10, 2025 | Agency Management, Consumer-focused, Featured

We’re long past the days when cybersecurity was just an IT issue. Now, it’s a company-wide imperative that requires everyone to be hypervigilant and proactive. With cyberattacks becoming more frequent and sophisticated, organizations must adopt a holistic approach to...

Intellectual property: The insurance way

Intellectual property: The insurance way

by Danielle Caswell, Esq. | Nov 13, 2024 | Agency Management, General News

Let’s face it, insurance and creativity are not normally two words spoken in the same sentence. That is, until you introduce marketing and branding into the discussion. Actions, such as designing your agency logo, creating slogans or taking out an ad in the newspaper,...

Workplace: Build employee morale, appreciation

Workplace: Build employee morale, appreciation

by Katie Brenneman | Nov 8, 2024 | Agency Management

Many employers are grappling with low levels of employee engagement and morale. Factors like increased workloads, lack of recognition and insufficient communication create a workplace atmosphere in which employees may feel undervalued and disconnected. This...

N.Y.: Donor profiles: An inside look at the PIANY Agents Advocacy Coalition

N.Y.: Donor profiles: An inside look at the PIANY Agents Advocacy Coalition

by Shirley Albright, CPIA, CISR | Oct 11, 2024 | Agency Management, Featured

The Agents Advocacy Coalition—the official political action committee of PIANY—plays a crucial role in shaping legislative efforts that impact insurance agents across New York state. We sat down with three members of the AAC—Chairperson Fred Holender, CLU, CPCU, ChFC,...

What is a restrictive covenant; why do I care?

What is a restrictive covenant; why do I care?

by Bradford J. Lachut, Esq. | Oct 10, 2024 | Agency Management, General News

In my completely biased opinion, the legal field has one of the best lexicons of any profession. Usurious, champerty, tortfeasor, and restrictive covenants are just a few of the myriad legal terms that all sound exceptionally legal and are almost completely opaque....

Costly, yet avoidable digital marketing mistakes

Costly, yet avoidable digital marketing mistakes

by Merilee Kern | Sep 24, 2024 | Agency Management, Featured

With the digital marketing industry predicted to reach $807 billion by 2026, it has become a crucial aspect of modern business strategies due to its far-reaching impact and numerous advantages. In essence, digital marketing offers unparalleled opportunities for...

Tech: Build and maintain strong customer relationships

Tech: Build and maintain strong customer relationships

by Vijay Rengarajan | Aug 23, 2024 | Agency Management, Featured

Nothing impacts your business’s success more than the strength of your customer relationships. Delivering high-quality customer service makes your customers feel connected, encouraging them to renew, purchase additional products, and recommend your agency to others....

Customer loyalty—going, going, gone?

Customer loyalty—going, going, gone?

by Tammy Kohl & Doug Brown | Aug 14, 2024 | Agency Management, Featured

Generally, business owners, agency owners, and business leaders have several critical success factors to consider as they manage and grow their businesses. Some essential success factors are apparent (e.g., profitability, providing a good product or service or...

Maximizing professional success: Beyond skills and experience

Maximizing professional success: Beyond skills and experience

by Katie Brenneman | Mar 14, 2024 | Agency Management, Featured

A degree and years of experience are great attributes when finding the dream job, but there’s more to the story. There are plenty of internal and external factors that can affect your career’s trajectory like confidence, soft skills, and a work-life balance. Let’s...

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