Agency Operations

Kansas City’s largest credit union sought to provide its 240,000 members with what it calls “financial peace of mind,” from birth to retirement and beyond, which meant an insurance agency was in order.

In 1996, Amber Bosma wanted a job and Prins needed a processor. Over the years, she worked as commercial account executive, office manager, and accountant.

A prospect bought a warehouse for $1 million. The replacement cost is $25 million but the owner only wants to protect their investment and has said they wouldn’t replace the building in the event of a total loss.

If you’re used to working in an office environment full time, the change to working from home in response to the coronavirus can leave you discombobulated. Here are three hints to get you started on the right foot.

As insurance agents manage workplace issues and guide clients during the evolving coronavirus pandemic, here are three best practices for developing and activating a crisis management plan.

Wouldn’t it be nice to know? This month’s Student of the Industry article takes a look at the data.