Why SOPs are the Foundation for Smarter, Safer and More Scalable Operations
Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.
Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.
The story of InsurBanc is, in many ways, the story of the independent agent channel over the last quarter century—ready to evolve and adapt for whatever comes next.
Independent agencies are targeting growth while reshaping operations to better serve clients, according to the biennial study.
Building trust is less about the technology than the policies, training and oversight behind it.
Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.
Moving a book of business can protect client relationships, strengthen carrier partnerships and improve agency profitability. However, that can only be achieved when the strategy is clear and the execution is disciplined.
Prior to his installation as Big “I” chair, Greg Sandrock discusses building on an already thriving young agent community and the challenges and opportunities for independent agents when embracing technology.
As an influx of new employees takes on higher-hazard jobs, a well-oiled approach to risk management is imperative.
When you start with someone when they’re small and grow with them, they often become fiercely loyal because they remember who showed up for them.
Kenneth Harper’s passion for servant leadership is what drew him to the insurance industry—and to the political arena. It’s also what prompted him to attend the inaugural Insurance Campaign Institute.