williamjones

Taming the Technology Beast: How to Create a Tech Budget

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.

Avoid a ‘Swearing Match’ in E&O Claims

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.

How Preparation Can Boost Your Sales Game

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?

What’s on Your Tech Wish List?

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

Agency Profile: Friendliest of Takeovers

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.

Declaration of Independents: Denise Johnson

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.

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