Agency Operations

The use of certain words or phrases can suggest an insurance professional is acting as a risk advisor or fiduciary as opposed to the typical arm’s-length business relationship.

Success comes when you channel some serious self-awareness and figure out what habits and activities allow you to produce your best work.

Handling challenging client conversations comes with the territory when working as a customer service agent. Here are four strategies to create a better experience.

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t