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.
The holiday season is a mix of looking back and looking forward: being thankful for what has been and looking ahead to what will be. We combed through our independent insurance agency resources to uncover a bit of both.
This past month we came back for round two with the Insurors of Tennessee at their Nashville headquarters. This year’s Regional Learning brought attendees from multiple states to learn about the latest Partner XE enhancements and updates. Community members came from...
When Kathy Mulder of Nolan Insurance Agency heard her current management system was being retired, she did anything but panic. With nearly 50 years of service behind them, Kathy and her team knew this was an opportunity to find a provider they could keep for another...
SIS President Michael Doran recaps our latest Partner XE Regional Learning in Greensburg, PA.
Since its founding in 1919, Sweet and Associates has been a family-owned and operated agency serving the Detroit area. Jim Waun is the fourth generation of his family to run the agency, stepping into the role with a lifetime of experience growing up in the industry....
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.
Learn ways to avoid insurance agency accounting mistakes and how to fix the inevitable errors when they happen.
Whether it’s a quick morning jog, coffee in the car, or a shot of espresso at your favorite cafe, we all have a part of our morning routine that gives us that “Hello, today!” boost. Could your agency use that jolt, too?
Preparing for an agency management system conversion? Check out these tips to help you plan ahead and set your agency up for success.