Blog

If you’re like most small business owners, you’re constantly struggling to get a handle on how you’re using your time. It seems like there’s never enough to get all your work done. You have numerous areas you want to improve, specifically around serving and gaining...

It’s getting colder, things are moving slower, and the out of office responses are growing in number - it’s the end of the calendar year. This is a time for holiday celebrations, gathering with friends and family to look back at the year passed and make resolutions...

Reports are the window to your agency’s future. They tell you where you’re performing well and highlight areas to improve. And, since all your agency data is stored in your management system, they’re easy to obtain. If you’re just getting started with reports, it can...

“We’ve always done it this way” is never a good reason for anything. Yet, I often hear this when talking to owners about their insurance agency workflow procedures. The old way is not necessarily bad, but chances are it isn’t the most efficient. There is a better way....