Keeping up with the constant stream of digital tools can feel like drinking from a firehose. However, there are several things agency owners can do to ease the process and ultimately become a tech-savvy business.
In 2021, Perspective Insurance purchased three agencies. When Jessica Mulder was tasked with transitioning each agency and its data onto their agency management system, she knew “there were going to be set backs,” she says. “You had to have an open mindse
Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.
Avery Moore, owner of ECI Insurance, and Scott Freiday, division director at InsurBanc, dig into the intricacies of financing an independent insurance agency.
Though it may be impossible to control the external economic environment, it is possible to control whether or not your agency grows—and if that growth contributes to the top or bottom line.
At some point, agenices will hit a wall. However, agency entrepreneurs can structure an equity partnership to meet their goals, continue to grow and remain autonomous.
Aitken Meyer is the third generation to work at the agency, but originally, “I wanted to do my own thing,” she says. Eventually, there was an accounting opportunity at the family agency, which grew into an operations role.
Angela Trimble, owner of TrustPoint Insurance & Real Estate in Burlington, Kansas, discusses her path to agency leadership, as well as the biggest challenges she faces and her knowledge-based approach to service.
The increase in cyberattacks presents an opportunity for proactive agents to help mitigate the potential cyber threat to their clients.
Brian Bradley, founder and co-owner of Covenant Insurance Services in Lincoln, Nebraska, explains how a career in insurance has provided him with the work-life balance that allows him to be both a father and give back to his community.
