Agency Operations

Independent agents witness the decline of discretionary income firsthand. As insurers increase rates, help clients choose the best coverage for their financial situations.

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t

A car accident resulting in a lawsuit against Snapchat has brought to light just how important it may be for independent insurance agents to consider enterprise risk management for their businesses.

Technology has done wonders to increase an insurance agency’s productivity and sales goals. But the statements an agency makes on its website and marketing materials can lead to serious, unintended consequences from an E&O perspective.

Of small businesses, 64% are victims of employee theft, according to a University of Cincinnati survey. Is your agency next? Here are three steps you can take to make sure you’re protecting your agency’s assets against internal crime.

Lessons learned—and a charitable commitment to the communities it serves—kindled a rags-to-riches comeback for GoodWorks Insurance, says Chad Yonker, the former minority investor who took over the agency as CEO in 2011.

Whether she’s teaching an InVEST® insurance course at Boulder High School, securing coverage for Taggart clients or volunteering for her children’s school, Jennifer Munro is an education powerhouse.

Here are a few key aspects to consider planning for as we look forward to the threats of severe spring weather—and the unexpected risks of isolated incidents that could spell disaster for your agency.

You’ve probably seen businesses in your community earn the coveted “best place to work” awards. Here are five initiatives, programs and ideas that’ll make your employees look forward to their jobs.

Salary, commission, bonus incentives or a mix? How you pay your personal lines producers depends on your agency’s approach to that market.