Within 45 days of starting something new — an office protocol, a routine at home, a diet — you generally establish a habit. The “new” becomes a way of operating, …
Read MoreWhy Agencies Need to Improve Key Metric Measurements in Today’s Economically Challenging Times
Agency executives can greatly increase the success of their organizations if they know how many customer they have. That sounds fundamental. However, I find that most agencies do …
Read MoreTime to Rethink the Strategic Plan
Times of crisis have a way of speeding up the pace of change in an industry, and COVID-19 has definitely done so for the insurance industry.
The past …
Read MoreIs Insurance Specialty in Your Future?
Should you be an insurance specialist and build a niche practice focused on a single industry vertical? Or is it better to be a generalist and know a …
Read MoreUser-based Insurance Leads the Charge Toward Personalization
One-size-fits all insurance is a thing of the past. Today’s consumers want coverage that better reflects their usage and behavior.
Regulation, technology, and globalization have significantly changed the …
Read More12 Tips to Build a Book of Business as a Rookie Insurance Broker
Congratulations on making a good career choice in the insurance industry. Now it is time to figure out what you need to do to succeed as an insurance …
Read MoreStaying on Top of Prospects in a Remote Setting by Phone and Email
The work-from-home environment is the ultimate test in staying on top of prospects. Unnurtured relationships can easily fade, or you can take this as an opportunity to put …
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