5 Considerations for 2020 Year-End Tax Planning
As we approach the year’s end, agents should take into consideration the numerous coronavirus-related tax changes that may have an impact on their 2020 tax filings.
As we approach the year’s end, agents should take into consideration the numerous coronavirus-related tax changes that may have an impact on their 2020 tax filings.
Through online marketing funnels agencies can measure how they are being perceived, what types of people they are reaching, why they became clients and how their clients want to interact with them. Here are three steps to supercharge this framwork.
COVID-19 brings additional workplace safety concerns across all industries. Successful agents will partner with reputable carriers with strong underwriting, risk control and claims expertise to help businesses improve workplace safety.
Added demand, heavier workloads, new seasonal employees and COVID-19 present workers compensation exposures this holiday season. Here are three tips agents can share with clients to keep the season merry and bright.
Americans live differently now—which means their homeowners insurance coverage must change too.
This year’s benchmarking analysis examines four key areas in which independent agencies must go beyond day-to-day chaos to rethink the fundamentals.
After a brief period of COVID-19-driven hesitation, the mergers & acquisitions market for agents and brokers has continued its seemingly ever-strengthening arc.
One day, things will look and feel much more like they used to. Leaders, however, have an obligation to avoid returning to the old tropes.
If you’re planning to refresh your agency’s brand to make it stand above the competition, consider following these five guidelines.
Lin Moore was introduced to Big “I” Best Practices and sought out the program’s guidance on strategic changes to “drive profitability, create a vision and convey that vision to our associates,” Moore says. “We wanted to move forward, and Best Practices kn