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Customer Service Skills Every Independent Agency Should Master in 2026

Customer Service Skills Every Independent Agency Should Master in 2026

by Devin Cheatham | Jun 11, 2026 | Client Relationships

Customer service is a key success indicator for your independent insurance agency and mastering it creates a snowball effect in helping every other step in the sales process move smoother and more efficiently.  Every independent insurance agency should set as a goal...
The Importance of Retention: By the Numbers

The Importance of Retention: By the Numbers

by Devin Cheatham | Mar 30, 2026 | Client Relationships

Retention isn’t just a feel-good metric, it’s one of the clearest indicators of an independent insurance agency’s long-term profitability and client satisfaction. In today’s competitive insurance landscape, the numbers tell a compelling story that agencies who...
Turning Clients into Advocates: How to Earn Referrals and Build Lasting Relationships

Turning Clients into Advocates: How to Earn Referrals and Build Lasting Relationships

by Devin Cheatham | Sep 22, 2025 | Client Relationships

Your clients, whether that be current or future, are one of the most influential indicators when it comes to your agency’s success. Your agency as a whole should be putting your client relationships at the top of your priority list, making a daily effort to make them...

Recent Posts

  • Customer Service Skills Every Independent Agency Should Master in 2026
  • 7 Steps to Building a Successful Independent Insurance Agency
  • What’s New with The Insurance Connection and SIAA?
  • The Importance of Retention: By the Numbers
  • Moving From Personal Lines to Commercial Lines: Tips for Building a Successful Selling Strategy

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