Sales and Marketing

Will Canterbury is an entrepreneur in the truest sense. From running a lawn care business to pursuing a music career to selling furniture, Canterbury has done it all.

Every agency has its own “unwritten rules”: those lessons, bits of wisdom or do’s and don’ts that may not show up in trainings or be written down anywhere but make all the difference in running a successful business

Independent Agent magazine speaks with an agent from each revenue category about their experiences with the Best Practices Study and how their business operates.

Effective marketing is important, but careless marketing can be dangerous. When it comes to marketing while managing your own risk, the primary tip is simple: Don’t overpromise.

For agents operating in the market, it’s imperative to understand the transformation that has taken place since the coronavirus pandemic, including changes to event formats, event planning, and audience expectations.

As an independent insurance agent—whether you’re a solo practitioner, a small business or a growing large agency—strong PR can help you connect with your audience, protect your reputation and stand out in a crowded world.

When it comes to winning an account, too many producers give up after the first “no.” They stop calling, stop emailing, stop showing up—and someone else wins the account. But in sales, the first “no” rarely tells the full story.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.

Here are five ways agents and underwriters can work together to build a niche that’s profitable and sustainable.