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Creating CE Opportunities Employees Will Actually Use

Leaders can empower employees by supporting continuing education and professional development at every level. Here are a few management practices that can create the right environment for growth.

5 Marketing Mistakes that Prevent Agencies from Growing

If you want to attract new business and consistently feed your agency new customers, you need to maintain a number of different pipelines. But before you start to beef up your marketing, you need to know what to avoid.

Should Your Agency Use AI Solutions for Customer Service?

More than half of insurance policyholders grow frustrated if a chatbot has yet to provide them a clear path to resolution within five minutes—but 34% of policyholders want to switch to a chatbot if they’ve been on hold with a live agent for the same amoun

Agency Profile: Us Against Ourselves

“We truly believe there is no good or bad except by comparison,” says Jeff Brady, president & CEO of Brady, Chapman, Holland & Associates in Houston. It’s a philosophy that this 25-year Best Practices Agency has taken to heart.

Declaration of Independents: Mike Brouwers

When Mike Brouwers needed a new carrier appointment, he called everyone he knew from working with his state’s Young Agents Committee, and asked them to vouch for him: “Within 90 days, we were on board.”

Succession vs. Perpetuation Planning

Perpetuation (noun): the continuation, without end. Succession (noun): a following after. No matter which word you use, do you have a plan?

COI Requests: Is There a Blanket Additional Insured Endorsement?

A client’s policy includes an endorsement which provides “blanket additional insured” status to the entity with whom they have a written contract, but the certificate holder still insists that the certificate of insurance must specifically list both it an

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