Trusted Choice® Launches Evolving Market Toolkit
The toolkit helps Big “I” member agencies navigate new market headwinds with updated strategies for client communication, renewal and retention, and operational efficiency.
Client Retention
Declaration of Independents: Todd Dailey
Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.
Practical Advice for Performing a Book Roll
Moving a book of business can protect client relationships, strengthen carrier partnerships and improve agency profitability. However, that can only be achieved when the strategy is clear and the execution is disciplined.
How to Find 3-Star Prospects With 5-Star Potential
When you start with someone when they’re small and grow with them, they often become fiercely loyal because they remember who showed up for them.
4 Ways to Bridge the Life Insurance Coverage Gap
Why coverage gaps persist and how certain products can help guide more effective strategies to address them.
How Record-Setting Sales and Innovation Are Fueling Life Insurance Growth
The life insurance industry is experiencing strong growth in premiums and policy sales. Here’s how agents can keep up.
4 Ways to Help Clients Secure Liquor Liability Coverage
Liquor liability coverage can be difficult to place, particularly if the account is considered a high-hazard operation, if there is a loss history, or if there is little to no prior insurance coverage.
Staying Unmistakably Human in the Age of AI
Here are five practical ways independent agents can leverage artificial intelligence (AI) while focusing on authentic human connection.
Liquor Liability: How Agents Can Guide Clients Through a Volatile Market
As liquor liability premiums rise and coverage options shrink, agents can help clients navigate a complex market.
Retention Success Happens Beyond Renewal, Says Liberty Mutual Study
After several years of hard market conditions, agencies are renewing emphasis on retention—and those making the most progress are not relying on renewal conversations alone.
