January 2021
By: Volume: 118, Issue: 1
By: Volume: 118, Issue: 1
Big “I” leaders explain the relationship between the most important tenets for guiding your agency into the brave new world.
By building on connections at every level of your agency—from your internal team operations to your lead generation process—your agency can thrive even in an uncertain environment in 2021 and beyond.
Productive, proactive and profitable teleworking can be accomplished with technology and some thoughtful workarounds.
From road warriors to take-up rates, here are five emerging trends that could become permanent even when the pandemic subsides.
How one independent agent is maintaining focus on providing positivity to others, offering pertinent information and connecting virtually as much as possible
Involved in the industry for over 15 years, Cy Young currently owns and runs two agencies and thrives on the freedom of independence. “I tell people all the time, I get to work for my clients instead of working for a company,” he says.
The pandemic pushed many agents to adopt technology quicker than they had planned. Here’s a look at how and why every workflow and process can be automated to create greater efficiency and value for both the agent and insured.
“I envision consumers will continue to realize the importance of an umbrella policy,” says independent agent Taylor Justice. “I have personally seen a large increase in young individuals wanting to protect themselves with a personal umbrella policy after
Interest rates have been declining in the U.S. for decades. Establishing a review process as well as ongoing monitoring will help ensure clients’ life insurance policies are adequately funded throughout their lifetime.