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O’Toole has been heavily involved with Vertafore’s peer-to-peer networking community and has been teaching courses every year since, as well as excelling in her career.

Handling challenging client conversations comes with the territory when working as a customer service agent. Here are four strategies to create a better experience.

A SWOT analysis provides an overall look at your company and helps you see exactly where you can improve your agency, introduce a new service or change your processes.

COVID-19 reached into the most basic aspects of daily life—handshakes, going to work, spending time with loved ones, and amid it all, Americans’ mental wellbeing.

Owners love their cars, showering them with tender loving care. They want coverage that will take care of them, too. Classic car insurance is the best way to keep your client’s classic or antique car safe and sound.

In today’s uncertain circumstances, it’s critical for agents to evolve business operations and adopt technology to continue to serve customers. Navigating change requires an explicit focus on three core principles.

When Dutch McNeal and Sam Sports graduated from college in 2009, they were greeted by a recession and a decimated job market. When they discovered a local independent insurance agency with aging owners looking to sell, they took a “bucket shot,” as McNeal

The story of how contingency planning led to the most profitable month in an agency’s history—during the COVID-19 lockdown.

Insurance agents need to be careful and take appropriate steps to avoid errors & omissions claims that allege they failed to offer uninsured/underinsured motorist and umbrella coverage.

At Denver Agency, it’s relationship first, insurance second. Founded in 1932, the agency’s goal—even during pandemics—is to stay true to the clients that have helped them stay true for more than 80 years.