williamjones

Offering a new coverage or limit is not the same as recommending, much less choosing it. That choice belongs to your customer.

For too long, businesses have separated strategic planning from strategic execution—but they need both to succeed.

​Joining an organization is a stressful period for anyone, but particularly so if you’re in a senior leadership position.

What is an agency’s responsibility or best practice regarding maintaining an electronic copy of the full policy document in their agency management system?

On this episode of Agency Nation Radio hosted by Harrison Brooks, partner at Reagan Consulting, Doug Smart, president, and Kyle Becker, vice president, from Smart Insurance in Abeline, Kansas discuss independent insurance agency ownership transitions.

Recently. we’ve all been bombarded with stories about “The Great Resignation” as we experience a once-in-a-generation transformation of the job landscape. Recent surveys show that as many as one in every two workers are considering a job change.

Fear of losing their innovative edge pushes many leaders to reject hybrid and virtual work arrangements. Yet extensive research shows that hybrid and remote teams can gain an innovation advantage and outcompete in-person teams by adopting best practices f

Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande

If you’re buying an agency, these characteristics are important to understand to ensure you don’t overpay. If you’re a seller, knowing these characteristics before going to market allows you to maximize your deal.

Shift your agency from reactive and uncommunicative to proactive and clear by incorporating these three elements into your culture.