Launching an insurance company comes with a lot of twists and turns. Independent agents face many uncertainties, which means it’s important to stay organized and have a clear …Read More
How to Build an Insurance Agency Business Plan
A great business plan can guide you through every critical early step of building your company. As you start your insurance company, your plan can help you refine your …Read More
How to Set Goals for Your Insurance Agency (and achieve them)
Goals are vital to the success of any business. Without targets to aim for, you’ll easily end up adrift and unsure whether you’re on the right course.
When …Read More
Nonprofits Need Agent Assistance to Navigate New Challenges
From emerging technology to volunteer shortages, nonprofits face new exposures that present unique insurance needs.
The pandemic has been a challenging period for nonprofit organizations worldwide. Donations halted, …Read More
Best Practices for Developing Your Action Plan
Planning is a time to reflect on the past and plan for the future. It is important to be thinking about what works well, what doesn’t work so …Read More
Building an Agency Business Plan: The First 90 Days
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 More
Why 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 More
Time 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 More
Which Zone Are Your Producers In?
In most independent agencies, producers typically operate in one of two zones. They’re either in a Red Zone or a Green Zone.
As the name suggests, the Green …Read More
The New, New World
During the Age of Discovery, after Europeans made landfall in what would later be called the Americas, new trade routes brought new power, riches and wealth to the …Read More