Read why one Indiana agency changed agency management system providers after almost a decade.
Discover critical insurance industry resources and connect and collaborate with peers through these industry groups.
See the benefits of becoming a paperless insurance agency and first steps to rid yourself of paper.
When Denise Joy joined Elizabethtown, KY-based Bluegrass Insurance Services in 2012, she was excited to be part of a hard-working, fast-growing business. The Bluegrass motto “We’ll do anything” speaks to the level of service and personal attention found in this...
Remember those Febreeze commercials where people didn’t notice the smell in their homes and cars? They had gotten used to the unpleasant odor they lived with in these places but, when other people came by, it was obvious something stunk.
No matter the size or number of roles in an independent insurance agency, there is a common goal: gain and retain customers to grow business. Each piece in the well-oiled agency machine must be at peak operation to meet this goal. To help you do your best in your role, whatever it may be, we’ve compiled a list of insurance industry resources to get you and your agency to peak performance.
Owners, principals, accountants, and other agency staff need to extract and interpret data stored in their management system but are unsure how to get the information they need.
Agency succession can essentially take one of two paths: internal or external perpetuation. Internally, you can pass on ownership to key employees, friends or family members through sale or inheritance. Externally, you can sell to another agency or merge with another firm.
The Partner XE community closed out 2017 with a unique Regional Learning experience. Partner agencies joined us from Pennsylvania, Michigan, Ohio, and even New York state to participate in our first ever track-based Regional Learning event. This Learning Event...
A recent report showed 24% of respondents didn’t know where to focus their insurance marketing efforts. Discover six insurance marketing resources to help your agency build its brand and gain business.