Author: Kelly Donahue-Piro

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
10 Urgent Things You MUST Do to Stay Relevant in 2020, Pt. 1

10 Urgent Things You MUST Do to Stay Relevant in 2020, Pt. 1

No one wants to become the Blockbuster of insurance but it takes commitment to invest in ways to continue to ... more
Top 10 Strategies Successful Agencies Embrace

Top 10 Strategies Successful Agencies Embrace

In working with over 700 agencies across the United States and Canada, we have found that there are 10 objectives ... more
Earn More Business By Breaking Up With Prospects (Don't Get Ghosted)

Earn More Business By Breaking Up With Prospects (Don’t Get Ghosted)

Sometimes it's possible to be too nice and lose a sale. Finding the perfect balance between understanding and aggression is ... more
5 Ways to Make Better Marketing Goals for Your Agency

5 Ways to Make Better Marketing Goals for Your Agency

Are you making the best marketing goals possible for your independent insurance agency? There's only a handful of key steps ... more