Agency Operations

Declaration of Independents: Debbie Gates

Last fall, Debbie Gates had a family emergency that took her out of the office for 48 days. During that timeframe, her boss paid her every penny of her salary—and made sure her benefits were adequate to help support her family’s medical costs.

Customer Service: The Case Against Outsourcing

Some agencies find that outsourcing lower-level service interactions helps in-house employees improve the quality of their customer service. But for most smaller shops, in-house service is still a hallmark of the independent agency.

How Outsourcing Customer Service Can Foster Growth

Customer service is a sacred cow for many independent agencies. But if you have an eye on growth, outsourcing customer service might not only make sense, but actually help you strengthen relationships with clients.

How to Avoid E&O Claims From New Products

As new risks continue to emerge at a dizzying pace, new insurance products are cropping up constantly. And even a veteran insurance agent can run into trouble placing these new coverages.

Understanding E&O Risk in the Digital Age

Millennials are more likely to purchase, service and modify their insurance online or through other electronic methods. How does the potential for an errors & omissions claim increase with this shift toward a virtual marketplace?

How to Mold Young People Into Your Agency Culture

To grow your business and fill talent holes, you need to consider who will make your organization stronger before you invest in hiring and training. Use the ATM method to make sure a candidate is the right fit.

Declaration of Independents: Laura Deeley Bren

“Blessed to live at the beach,” this second-generation agent says a perfect day begins surfing with her family and continues with a coastal property insurance deal at her Best Practices agency.

3 Steps for Reducing Email Overload

Email is supposed to be a simple way to communicate, but for many of us, it’s also a major source of stress. Here are three steps to help you get a grip.

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