williamjones

The New L-H Landscape: Where Do You Fit?

Whether or not your agency is involved in the “health” side of life-health, understand these market trends to best position your agency for the l-h cross-sell.

Mixed Signals: to Advocate or Not to Advocate?

It may seem like a natural extension of the service agents provide to customers, but advocating on behalf of the customer on claims can create E&O problems for you in the long run.

How to Use the ACA as a Marketing Opportunity

The Affordable Care Act can be the independent agency’s opportunity to turn lemons into lemonade—it’s a significant sales opening for the entire industry.

Agency Profile: Where Patient Protection Begins

To satisfy life and health needs for clients of this heavily personal- and commercial-lines agency, the V.W. Brown team focuses on providing the information clients need to make the right choices.

Declaration of Independents

A community service mindset prevails at Pathfinder Insurance, and co-owner Laurie Dempsey leads by example.

What’s Next for the P-C Industry?

While p-c pricing remains largely predictable, the impact of societal and technological trends on coverage is anything but.

Agency M&A Update: Seeing Double

Agency mergers & acquisitions are happening at a record pace—and big agencies are getting bigger. Here’s what it means for the independent channel.

An Unlikely E&O Foe?

What does the clear upward trend in E&O claims carriers make against agents and brokers mean for your agency?

The Biggest Mistake Salespeople Make

Gaining a deep understanding of the customer is the most powerful tool we have as salespeople. Are you asking the right questions?

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