williamjones

From the Front Lines: Trucking

Independent agent Duane Smith has been working in the transportation field since 1986. When his agency merged with two others in 2001, his property-casualty expertise helped the new firm start working with transportation accounts on a consultative basis.

June 2016

By: Volume 113, No. 6

3 Trends Shaping the Life-Health Market

Starting with the words “Affordable Care Act,” the life-health insurance marketplace has never been the same. Make sure your agency positions itself to take advantage of three trends shaping the market.

How to Handle Life Insurance-Related E&O Claims

It seems like procuring a life insurance policy for a good customer would present little risk for an errors & omissions claim. But seemingly foolproof steps can result in a claim against even the most experienced insurance agent in several common ways.

Open Options: Alternatives to Traditional LTCi

Six leading long-term care insurance companies recorded an increase in policy sales in 2015 compared to the previous year. But overall sales declined, and have for the past few years.

A Client-Centric Approach to Life-Health

Cross selling is hardly a new concept, yet the average independent agency still writes fewer than two policies per household. The solution lies in thinking in terms of what your clients need—in other words, shifting to a client-centric sales approach.

Help Commercial Clients Improve Employee Well-Being

Corporate clients that have considered a wellness program may have found it lacking. But some carriers are adding wellness to injury prevention services for workers comp policies—and it’s gaining traction.

Agency Profile: Taking the Heat

For Bryan Insurance Agency in Graham, Texas, an organic compound annual growth rate of more than 40% over the past five years is attributable to team loyalty.

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