Agency Operations

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

With specialized industries, only agents who go above and beyond will find they have satisfied, long-lasting clients.

This myth-busting episode of Agency Nation Radio offers insights, challenges stereotypes and offers practical strategies for the intersection of parenthood and professional growth.

There are so many holidays this time of year, serving as a great opportunity to recognize the diversity of your employees while also showing them that you appreciate them.

Whether you’re just getting started in mergers & acquisitions or have a few deals under your belt, here are a few areas to focus on to help this transition.

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.

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.

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.

New technology investments must be viewed by organizations as an essential component of a culture that fosters innovation and empowers people starting out in the insurance industry.