Blog
Who and What to Include in Your Agency Succession Planning
Planning for your exit from the independent insurance agency you helped build, whether passing it on to family or not, is rarely an easy task. However, succession planning is a necessary part of running a successful business, and it’s important to start the process...
When to Start and Where to Go with Succession Planning
As we delve into our second post focused on succession planning, we look towards addressing when to start planning and where to go given the multiple tracks for exiting your independent insurance agency. When to Start Planning As with most big decisions, it is never...
Succession Planning: The Why and How
Planning for the next generation of leadership at an agency can be a combination of excitement, uncertainty and lots of critical conversations. In our next series of blogs, we’ll look at the who, what, where, when, why and how of succession planning. We start off with...
Protecting Your Agency from Cyber Threats: New Cyber Security eGuide Released
As an independent insurance agency owner, your number one priority is your relationship with your clients. Clients trust you to provide them with the best service, and to keep them safe. This means ensuring their personal data is protected – a task that is not easy...
Your Agency Management System’s Crucial Ingredient – Client Services
Your clients are the most important part of your independent insurance agency. It is your relationship with these clients that drive your business. You think about their needs and reach out to provide the best service. It is this client service that is central to the...
Is Your Data Safe? : Security in Your Agency Management System
Cyber security is on the rise as the holiday shopping season and its vulnerability to cyber-attacks approaches. As an independent insurance agency owner, it’s your job to think about the data you protect. Client and employee data needs to stay safe from...
New eGuide : Maximizing Agency Efficiency
There seem to be endless t’s to cross and i’s to dot as part of an agency’s daily workflow. These small but important details can pile up, making for hours of work that slow down operations. This month’s eGuide hits at the heart of your agency’s need: efficiency. In...
Maximizing Your Agency Management System -A Dose of Data
Success in business is about careful calculations: profit vs loss, supply vs demand, and investment vs ROI. Each of these formulas are configured and adjusted to ensure maximum efficiency, and each piece plays an important role. If one piece of the efficiency puzzles...
Adding Efficiency to Your Agency
As the days grow shorter and the sluggish weather of winter approaches, staying motivated and working efficiently can require a lot of extra effort. However, it may not be the weather or the time of year that is slowing down your agency. Consider your processes,...
Safety from Security Threats in the Cloud
As our lasts posts explored, cyber-attacks and data breaches have become all but commonplace, and your agency needs to step up security in order to protect your data. However, with so much on your plate already it may seem impossible to ensure your data stays...