Chances are you have at least once received a gift and your first thought was: “Thanks?”. That question mark means you either don’t know what you’ll do with the gift or you didn’t want it in the first place. Both are not great reactions. Unfortunately, this is how some people feel when it comes to insurance agency perpetuation.
Let’s be straight: we need millennials in insurance. About 55% of insurance upper management are eligible to retire, and the industry is looking at 70,000 open positions – Millennials are the answer.
Preparing for an agency management system conversion? Check out these tips to help you plan ahead and set your agency up for success.
Like any small business, independent insurance agencies are continually searching for ways to improve. Whether it be better quality service, streamlined operations, or a more effective way of doing business, each improvement makes an impact. The phrase “data analysis”...
Switching your agency management system is one of the biggest challenges you’ll face as an agency. Choosing a new system is a feat of its own, and only the first step in your system conversion process. However, switching systems doesn’t have to be painful! Preparation...
Stop putting off agency perpetuation planning! Access these resources to help your agency transition.
Great insurance customer service can give you a competitive edge, while poor service can lose customers. Find out how to keep your interactions positive.
Insurance agency marketing is a game of results. Whether you hire an experienced producer or build a sales team from scratch, there are performance expectations. But, expectations without structure is a recipe for disappointment. Consistency and focus are key...
Improve your independent insurance agency workflow management with these simple steps.
Read why and how to train new employees on your agency management system, setting your new hire and agency up for success.