Agency Operations

Osiris Maldonado is making it her mission to educate her community about insurance and provide a stable, rewarding career to her staff.

It is possible to offer a quote without substituting your judgment for your customer’s, which is a leading cause of E&O claims.

Incoming chair Mike McBride is guided by the Big “I” mission statement: “To provide members with a sustainable, competative advantage.” And in today’s market, this mission is as important to Big “I” member agencies as ever.

In a challenging market environment, here are eight ways you can prove your value to your clients and come out the other side better than ever.

While getting a valuation before you sell is critically important, waiting until the last minute may be too late to implement the changes and overcome weaknesses to significantly improve value.

​For all the effort poured into growing a book of business and servicing accounts, surprisingly little time goes toward ensuring commission from those policies hits the general ledger.

Rodriguez’ agency offers franchising opportunities to aspiring business owners with the entrepreneurial spirit. He also serves on the board of the Delaware Association of Insurance Agents & Brokers.