Category: Articles

4 Tips for Insurance Agents to Increase Retention

4 Tips for Insurance Agents to Increase Retention

With better use of technology and data, agents can increase their sales funnel by 20% to 30% simply with cross-sell ... more
Marketing in Facebook Groups

Marketing in Facebook Groups

Facebook is actively promoting the use of Facebook Groups more than ever before. It is a great time to market ... more
Be Resilient

Building Resilience

What gives some people the ability to come through adversity while others falter under the pressure and can we build ... more
Find Your Niche

Find Your Niche…

Within the Insurance Industry - there are so many different areas to be involved with. Find your niche and run ... more
Technology Solutions

Insurance Agents Have 99 Problems but Tech Ain’t One

Insurance agents who embrace and invest in technology to manage their business will see positive results on meeting customer needs ... more
New Playbook of D&I

The New Playbook of Bringing Diversity, Equity & Inclusion to the Workplace

In today’s business world, Diversity, Equity, and Inclusion (DEI) are often treated as buzzwords that often amount to little more ... more
Google Optimize

Create Your Google My Business Page and Optimize It for Searchability

To be successful, the modern Insurance agent is not only finding clients, but letting clients find them, and Google My ... more
Consistency is Key

Consistency Is Key

After 20 years as a producer in the Insurance Industry. I'm sharing how to be a top producer no matter ... more
Closing the Gap

Closing Competitive Gaps – Part 2

Is your organization pursuing a two-speed approach to modernization, optimization and innovation? Are you waking up to new benchmarks and ... more

Will Your Agency Survive or Thrive This Year?

Scarcity-minded agencies continue to yearn for the "good old days" and view technology as an intrusion, while abundance-minded agencies welcome ... more

SPAC-Mania, M&A, and InsurTech Investment: Understanding the “Why”

P&C insurance has seen a historic level of activity for mergers and acquisitions, new investments, and public offerings - why ... more
Independent Agents Own Their Data But Contract Language Is Still Important

Independent Agents Own Their Data But Contract Language Is Still Important

In today's increasingly digital world, independent agents not only have to think about how to keep data secure, but also ... more