williamjones

7 Ways to Differentiate Yourself in the Sales Process

Differentiation often starts with marketing, but it comes alive in the selling process. Even if your agency’s products and services are superior to all others, it means nothing if you can’t convey that to your buyers.

Year of the Customer: 5 Ways to Prevent E&O Claims in 2023

You and your customers have been battered these past few years by various catastrophes of near-biblical proportions. Your customers don’t just want a good year, free of missing coverages and underinsured losses. They need it.

10 Tips for Creating a Tech-Savvy Agency Culture

Keeping up with the constant stream of digital tools can feel like drinking from a firehose. However, there are several things agency owners can do to ease the process and ultimately become a tech-savvy business.

Declaration of Independents: Jessica Mulder

In 2021, Perspective Insurance purchased three agencies. When Jessica Mulder was tasked with transitioning each agency and its data onto their agency management system, she knew “there were going to be set backs,” she says. “You had to have an open mindse

AN Radio: Mikayla Cooper Finds Independence

After years of working for her family’s captive agency, Mikayla Cooper started a fully virtual independent agency in April 2022. This podcast is sponsored by PersonalUmbrella.com.

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