How to Get Insurance Clients to Come to You

How to Get Insurance Clients to Come to You

"All things being equal, people want to buy from those they like.” This paraphrase from speaker and author Bob Burg says a lot about how to get insurance clients. Independent agents emphasize the relationship piece of the client acquisition equation, and rightly so....

read more
Modeling Agency Workflow Efficiency

Modeling Agency Workflow Efficiency

Every minute counts when it comes to your agency operations. There’s no time to waste in an industry with such tight margins. The difference between gaining and losing a customer can come down to which agency reached out first, so quick action is valued. But, speed...

read more