Agency Operations

AN Radio: Leveraging Legacy and Learning with Erin Dop

Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency at a time in her life when she was about to get married and start a family of her o

Agency Nation Meets: Carey Wallace

Carey Wallace, an entrepreneur at heart, is the founder of Agency Focus, an independent insurance agency consulting company.

AN Radio: A Whole New Ballgame with David Garcia

David Garcia, president of Rancho Mesa Insurance Services Inc. in San Diego, California, transitioned from a career in professional baseball to becoming the founder of a Best Practices agency with a unique approach to specialization.

How to Evaluate a Capital Provider

Here are five hallmarks of a strong financial institution to consider if you’re an agency owner looking for a financial partner for expansion, succession or acquisition.

Using your CRM to Create a Culture of Success

The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.

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