You know the facts: insurance agents as a group are aging; the median age of a principal at an insurance agency, according to McKinsey & Co., is in …
Read MoreAre You Buyer Material?
Many agencies might not have considered selling in the past, but today’s attractive market has opened their eyes. For some, the time is right and valuation multiples are …
Read MoreSuccession Planning, Business Valuation, and the Bottom Line
Succession for your agency may seem a long way down the road, but it is never too early to begin planning for your eventual departure since it can …
Read MoreRise Above
All insurance agencies should have business goals that are well thought out. Your agency goals for this year should include:
Maximizing market opportunities; Driving increased sales; Reducing customer …
Read MoreThe Future of Personal Lines
From chatbots to instant quotes, insurers have long been at the forefront of the insurance community when it comes to digitalization and technology. Aimed at making the insurance …
Read MoreDigitalization and the Human Element Go Hand in Hand
As a CEO, I make it my job to stay abreast of insurance industry trends. Very little truly surprises me, but earlier this year I read something that …
Read MoreNo App? No Problem
Over 40% of online transactions now happen on mobile, and 62% of consumers are less likely to purchase again from a brand that provides a negative mobile experience, …
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