The Agency’s Seven Deadly Traps are the obstacles that most often undermine an agency’s ability to realize it’s Best Version Possible (BVP). Now I doubt that many agencies …Read More
The 8 Deadly Mistakes Killing Growth in Your Agency
The difference between where you agency is today and where it’ll be in five years is directly related to your ability to develop your sales team. If you …Read More
The Declined Coverage Form
As an investor in numerous agencies and as a mentor to hundreds more, I am often asked: “If there was only one marketing tool you could use in …Read More
Ten Mistakes Agency Owners and Agency Leaders Make on a Regular Basis
I was recently teaching a class at a college where I am an adjunct professor, and one of the students who had just passed the property and casualty …Read More
Are You Really Listening to Your Clients?
How often do you take your clients’ feedback into account? You probably respond immediately to any requests they have about their policies. But are you as quick to …Read More
Are 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 More
Insurance Producers: How Agency Owners Hire, Train & Manage Top Performers
“I need to hire producers, but where can I find more of the candidates who will go on to become top performers – and how do I identify …Read More