“As far as Gen Z stereotypes, which is the category I’m in, I don’t agree with the thought that we all rely on technology to answer all our questions,” says young agent Seth McCallum. “I believe in talking to experienced people or picking up a book.”
“Everything’s changing every single day with the market and new endorsements,” says young agent Elaine Gascon. “For me, that’s what kept me here in insurance.”
Financial literacy and fundamental business acumen are two of the most glaringly absent competencies among agency principals.
Any business where the threat of physical harm could occur on or near the premises has an assault and battery exposure. It is not limited to liquor stores, restaurants and bars.
As Illinois’ Biometric Information Privacy Act (BIPA) and similar legislation begin to loop through headlines, the insurance market is taking notice.
Some opportunities need more focus—enough that you should make a big play to win them.
The insurance industry is no stranger to outdated technology. But do you know how much it can cost your independent insurance agency?
Watson started an agency from scratch in 2016 where he focused on automating as many processes as possible and generating leads from social media and search engines. However, when he met his business partner, things took off.
Guest host Bob Fee, president, Fee Insurance, and Kathy Conley-Jones, chief insurance strategist, Williamson Financial Management Group, share actionable strategies to help you enhance your agency’s service profile.
Megan Bell leads Falvey Insurance Group’s marketing and communications and customer experience initiatives. She is also the co-chair of Falvey’s Volunteerism & Philanthropy Committee and created the Women at the Helm speaker series in 2022.
