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Author: Kelly Donahue-Piro

Checklist

Part 2: Best Practices for Reducing Your E&O Exposure

You need to be alert for changes in your insureds life circumstances and educate them about communicating life changes to ... more
Checklist

Personal Lines Endorsement Checklists: Protection Against E&O Claims

Learn why you need to protect your agency against potential Errors & Omissions suits with best practices, including Personal Lines ... more
Insurance Agency Job Descriptions: Your Building Blocks for Growth! Part 1

Insurance Agency Job Descriptions: Your Building Blocks for Growth! Part 1

Think of creating job descriptions as laying the foundation for your insurance agency’s growth and success. Once that foundation is ... more

What Are The 10 Sales Strategies Insurance Agents Screw Up?

You may have read countless blogs, books and articles on insurance sales, but this one is different. This one is ... more
Agency Checkup: Where is Your Agency Now and Where Could it be Better?

Agency Checkup: Where is Your Agency Now and Where Could it be Better?

In this episode, Kelly talks about the need for an agency checkup ... more
Doug Mohr, Vertafore

Doug Mohr, Vertafore

Doug Mohr of Vertafore shares what their most successful agent customers are doing to keep up with the new normal ... more
Ways to Limit Personal Lines Insurance Remarketing

Ways to Limit Personal Lines Insurance Remarketing

Remarketing has a place, but it should be something that as insurance professionals we recommend not something that clients demand ... more
How to do Renewal Calls the Right Way

How to do Renewal Calls the Right Way

When it comes to renewals, its all about preparing your team, helping them gain control and tracking who you talk ... more
Gain Growth Through Insurance Renewal Reviews

Gain Growth Through Insurance Renewal Reviews

All too often agencies set their sights on new, new, new rather than working the current book ... more
What it’s Like to be a Female in Insurance

What it’s Like to be a Female in Insurance

Kelly tackles the critical and somewhat controversial topic of being a female in the insurance business ... more
10 Urgent Things You MUST Do to Stay Relevant in 2020, Pt. 2

10 Urgent Things You MUST Do to Stay Relevant in 2020, Pt. 2

Part 2 of this series completes your priority list for how to stay relevant in 2020 ... more
Todd Sorrel, ePayPolicy

Todd Sorrel, ePayPolicy

What's better than working at a gas station or lifting heavy objects in the middle of July? Making it faster ... more