2019 Partner Regional Learning Recap

2019 Partner Regional Learning Recap

We wrapped up another round of engaging Partner Regional Learnings with visits to Massachusetts and Connecticut. The groups of 20-30 each had a great time learning how to maximize the insurance management system Partner Platform and provided great insights into future...

read more
How to Get Insurance Clients to Stay

How to Get Insurance Clients to Stay

As an agency owner, one problem often encountered is how to get insurance clients to stay. Many times, a customer signs up, stays for a year or two, then jumps ship for a lower rate. You could counter by bringing your rates down, but you know that’s a short-term...

read more
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