Agency Operations

As the coronavirus pandemic created untold levels of instability across all levels of society, the Big “I” has been a hub of resources to help its members.

Things such as how you care for your customers, empower your staff and celebrate your wins make a world of difference during crisis moments.

With COVID-19 bringing a wave of change unlike most of us have experienced in our lifetimes, now is the time for agency leaders to transform their passion for community wellness into long-term change.

Wallace & Turner’s roots run deep—a century and a half deep. With 150 years of doing business in Springfield, Ohio and beyond, Wallace & Turner serves its community through far more than insurance.

O’Toole has been heavily involved with Vertafore’s peer-to-peer networking community and has been teaching courses every year since, as well as excelling in her career.

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

Certain terms and phrases within the insurance industry are misused, leading clients to believe they are getting something they are not.

A SWOT analysis provides an overall look at your company and helps you see exactly where you can improve your agency, introduce a new service or change your processes.

In a situation where everyone’s health is at risk, Big “I” member and independent agent Owen Thomas knew he had to combat the stress of the coronavirus pandemic with a positive twist.

COVID-19 reached into the most basic aspects of daily life—handshakes, going to work, spending time with loved ones, and amid it all, Americans’ mental wellbeing.