Sales and Marketing

A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?

Here are three common objections from service teams about cross-selling and how to get team buy-in and enthusiasm.

For agents, addressing long-term care doesn’t mean selling a policy. It means guiding clients through a conversation they’ve likely never had before. It means reframing the discussion from fear and avoidance to control and preparedness.

In a market where carriers are inundated with submissions, agents can help their product liability clients secure the coverage they need by understanding carriers’ appetite and capitalizing on the opportunities they offer. 

Emily McGinn is general manager of the MGA and wholesale business unit at Vertafore, overseeing product development, professional services and customer service.

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.