williamjones

Declaration of Independents: Clay Snellings

After partnering with Chubb in 2011 to support its efforts on behalf of the Cystic Fibrosis Foundation, Clay Snellings now spends 20% of his time managing the cause—and hopes it becomes a national industry effort within 10 years.

Build a Digital Sales Culture

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t

Is Your Agency Making Empty Promises on Its Website?

Technology has done wonders to increase an insurance agency’s productivity and sales goals. But the statements an agency makes on its website and marketing materials can lead to serious, unintended consequences from an E&O perspective.

Preventing Employee Theft at Your Agency

Of small businesses, 64% are victims of employee theft, according to a University of Cincinnati survey. Is your agency next? Here are three steps you can take to make sure you’re protecting your agency’s assets against internal crime.

Agency Profile: Good Citizens

Lessons learned—and a charitable commitment to the communities it serves—kindled a rags-to-riches comeback for GoodWorks Insurance, says Chad Yonker, the former minority investor who took over the agency as CEO in 2011.

Declaration of Independents: Jennifer Munro

Whether she’s teaching an InVEST® insurance course at Boulder High School, securing coverage for Taggart clients or volunteering for her children’s school, Jennifer Munro is an education powerhouse.

Disaster Planning Mistakes: Hiding in Plain Sight

Here are a few key aspects to consider planning for as we look forward to the threats of severe spring weather—and the unexpected risks of isolated incidents that could spell disaster for your agency.

How to Make Your Employees Love Where They Work

You’ve probably seen businesses in your community earn the coveted “best place to work” awards. Here are five initiatives, programs and ideas that’ll make your employees look forward to their jobs.

Strange But True: Unusual E&O Claims

Errors & omissions claims usually arise from a specific type of error. But once in a while, a claim comes up that’s downright bizarre. Would your agency be susceptible to a similar claim?

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