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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...

Tech strategies for stability in small business

Tech strategies for stability in small business

by Katie Brenneman | Feb 26, 2024 | Agency Management, Featured

Technology has become a key player in the stability and success of modern small businesses. New technologies provide business owners with opportunities to boost growth and overcome obstacles. These tools are critical to enhancing an organization’s financial...

Where the legal risks lurk in human resources: Reduce the risk of wage-and-hour violations

Where the legal risks lurk in human resources: Reduce the risk of wage-and-hour violations

by Vanessa Matsis-McCready | Jan 9, 2024 | Agency Management, General News

As an employment lawyer and human resources expert spending my career working with businesses of various sizes, I believe the single most important thing employers can do is make sure they are handling their employees’ wages properly. When people’s livelihoods are...

Sensory branding = customer retention

Sensory branding = customer retention

by Katie Brenneman | Dec 18, 2023 | Agency Management, Featured

Sensory branding isn’t a new concept, but it’s something that more marketing teams should pay attention to when it comes to increased customer retention. Appealing to the senses of your customers will not only attract more people within your target audience, but it...

Don’t compete … differentiate

Don’t compete … differentiate

by John Fear, CPIA, CISR | Dec 14, 2023 | Agency Management, Featured

It is an understatement to say that the world is changing. The way we communicate with others, purchase goods and services, engage in entertainment, have all changed at an unprecedented rate leaving many businesses trying to comprehend what they will need to maintain...

Design workspaces with employee health and safety in mind

Design workspaces with employee health and safety in mind

by Katie Brenneman | Dec 1, 2023 | Agency Management, Featured, General News

Whether you’re a business owner or manager, employee well-being and safety should be at the top of your priority list. You might have safety strategies and health practices in place designed to keep your employees happy and healthy, but you could be overlooking...

Digital transformation for independent agents: Adapt to the tech evolution

Digital transformation for independent agents: Adapt to the tech evolution

by Katie Brenneman | Nov 16, 2023 | Agency Management, General News

With the rate of recent rapid technological changes, it’s no surprise that businesses must adapt to new trends constantly. This is mainly true for independent agents who are experiencing pressure to keep up with digital transformation. Since customers are increasingly...

Do you know the special rules of marketing?

Do you know the special rules of marketing?

by Bradford J. Lachut, Esq. | Nov 8, 2023 | Agency Management, Featured

I like rules. When I open a board game, I immediately read the instructions. I’m sure my affinity for the rules lead to my decision to become an attorney. In a conversation with a guidance counselor, I may have said: “You mean my job would be to argue about what the...

N.Y.: DFS releases final cyber regulations, PIA offers guidance

N.Y.: DFS releases final cyber regulations, PIA offers guidance

by Shirley Albright, CPIA, CISR | Nov 2, 2023 | Agency Management, General News

The New York State Department of Financial Services released its official second amendment to the cyber security regulation (23 NYCRR 500) on Nov. 1, 2023. The amendment makes multi-factor authentication mandatory for all covered entities, increases the thresholds for...

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