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 MoreBest 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 MoreBuilding 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 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 MoreWhich 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 MoreThe 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 …
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