As we mentioned in our last post, many independent insurance agencies are family run businesses, with ownership passed from one generation to the next. When the generational pass happens, many new owners are faced with a conundrum: how to gain new customers without...
Many independent insurance agencies are not just small businesses, but family businesses, passed down from one generation to the next. Eventually the time comes when the next generation is ready to take over the business. No matter how involved you are in a business,...
As an independent insurance agency owner, improvement is constantly on your mind. The best way to set up your agency for growth is to set goals, and start to tackle each one by one. But, how will you know you’ve met your goal? The answer comes in the form of hard data...
With the start of a new year, many are making resolutions to improve themselves. Such resolutions are not just for individuals, but can be made for your agency as well. One of the hardest parts of making such resolutions is knowing where to begin. Do you go for the...
With a new year upon us, you may be tempted to start an agency overhaul. However, all good things come in moderation, and you need to make sure you aren’t making changes just for the sake of doing something new. While a fresh start is nice, be careful about throwing...
In our previous post, we highlighted some important ways to set and achieve goals, including celebrating your successes. Such celebrations help motivate and incentivize success, making it an important part of your agency’s practice. Everyone appreciates a little...
There is a reason why so many people make resolutions before the start of a new year: a blank slate. The idea that you can start anew is liberating, and holds so much promise for success. You and your independent insurance agency can take advantage of this new...
The end of the year is the perfect time to reevaluate and resolve to make improvements, and your agency should take advantage of this opportunity. In order to make real change and stay motivated throughout the year, it’s important to set goals. To get you started,...
Partnership and collaboration are important factors for success in any business, and your independent insurance agency is no exception. This is especially true with commercial lines downloads (CLDL). If you are not in communication with your partners around CLDL, you...
As an independent insurance agency, you are well aware of the issues caused by E & O mismanagement. With so many t’s to cross and i’s to dot, it can be easy to slip up when managing client information and policies, but you cannot afford to make such mistakes. How...