Agency Operations

By making philanthropy a bona fide part of their strategy, agencies can take their community and business impact to the next level.

​Lucky is the insurance agent whose commercial client’s state of residence never changes and all their employees live and work in that same state. But, of course, life is never that simple.

A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.

Automated cash management sweep products can be a valuable tool to help agencies simplify cash inflow and outflow.

Financial literacy and fundamental business acumen are two of the most glaringly absent competencies among agency principals.

Any business where the threat of physical harm could occur on or near the premises has an assault and battery exposure. It is not limited to liquor stores, restaurants and bars.

A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?

Used correctly, this data can prompt real, actionable insights that lead to better financial decisions, higher retention, better recruitment, improved company culture and more.