Renewals

5 Ways to Educate Customers and Increase Your Bottom Line

No business owner can reasonably expect their existing customers to do more business with them if they don’t understand the full scope of products and services they offer.

Contemporary art collage art depicting a hand placing check marks with copy space. Perfect work concept.

Declaration of Independents: James Jenkins

Three years into owning a captive insurance agency, James Jenkins knew he wanted to go the independent agency route. In April 2019, he launched RiskWell, a technology-forward agency.

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.

3 Workflows That Are Stealing Your Day

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.