Agency Operations

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.

Owners love their cars, showering them with tender loving care. They want coverage that will take care of them, too. Classic car insurance is the best way to keep your client’s classic or antique car safe and sound.

In today’s uncertain circumstances, it’s critical for agents to evolve business operations and adopt technology to continue to serve customers. Navigating change requires an explicit focus on three core principles.

When Dutch McNeal and Sam Sports graduated from college in 2009, they were greeted by a recession and a decimated job market. When they discovered a local independent insurance agency with aging owners looking to sell, they took a “bucket shot,” as McNeal

The story of how contingency planning led to the most profitable month in an agency’s history—during the COVID-19 lockdown.