Lin Moore was introduced to Big “I” Best Practices and sought out the program’s guidance on strategic changes to “drive profitability, create a vision and convey that vision to our associates,” Moore says. “We wanted to move forward, and Best Practices kn
Must the person signing a certificate of insurance be licensed in all the states where the insured has exposure? Or must the signatory be someone with internal agency authorization?
As an independent agency owner you are part of a community, and when it’s time to sell your agency you have to decide what type of legacy you want to leave. Here are five options to consider.
With a full suite of personal, commercial and employee benefit insurance products, Pilkey Hopping & Ekberg has been serving its community in Tacoma, Washington, for 124 years.
Christine Larson took her family’s agency from one to three locations and is now focused on growing further. “I’m enjoying the freedom of growing Empire independently,” she says.
By leveraging resources to ensure their agencies continue to thrive, agents can spend more time doing what matters most: advising their clients and training the next generation.
The COVID-19 pandemic may make planning your exit look more appealing than ever.
Now is the time for new agents to develop expertise around Hispanic customers and for established agents to diversify their books. Recognizing and adapting to the growing market opportunity is essential.
Don’t be afraid to do old things in brand new ways, invest in education, and other lessons from over two decades in the industry.
Before buying or selling an agency, thinking about errors & omissions issues beforehand will help avoid difficulties down the road.
