William Jones

By: Volume 114, No. 3

For the average independent agency, technology needs and costs have transformed drastically in the last decade. Here are four steps to creating a technology budget that will help you get your arms around it all.

Digital marketing doesn’t diminish the value of meeting your client face to face—it enhances it. Here are three simple, cost-effective ways to get started today.

Is search engine optimization worth the effort? Two industry experts debate the issue.

An errors & omissions claim against an agent can often devolve into the agent’s word against the client’s. Your best weapon against this type of case: documentation of the facts.

If you’re a sports fan, you’ve probably arrived early to a ballpark or venue to enjoy a beverage or something hot off the grill before the game begins. Why not take the same approach in sales?

IA asked three independent agents what they wish they could afford if they had more wiggle room in their tech budget.

Former owner Neil Zabo hired Josh Witt in 2006 and began grooming him to run and eventually purchase his agency. Ten years later, the perpetuation is complete.

Denise Johnson broke a 103-year-old trend when she served as the first woman chair of the 2010 Independent Insurance Agents of Oklahoma board of directors.

Royal Neighbors, one of the first insurers to focus on women empowerment and financial stability, offers the Promise Plus cancer waiver rider on its universal and whole life products. The most recent addition comes to its new term life offering, JETerm.