Strategies

The fire chief is a volunteer, and while volunteer activity is included in the policy, the agent believes that the position would still be excluded as a professional service.

Technology can spark innovation within your agency, but without careful planning the transition can disrupt workflows, overwhelm your team, and lead to a frustrating and delayed integration timeline.

Your agency’s marketing channels should build off one another for greater messaging impact and more successful lead nurturing.

Sometimes, policies with this endorsement are the only ones available to clients, including those with high-value historic homes. What is an appropriate disclaimer to explain this?

Most employees want feedback to improve their performance. Viewing it as a collaborative process can make the experience more positive for both parties.

A top marketing challenge today is finding new and innovative ways to stop the scroll, connect authentically and break through clutter to build trust and create tangible value.

How do you explain how a wind or hail buyback policy works? And is a deductible applied to these types of policies?

​A carrier is adding BP 04 71 Exclusion – Volunteer Workers to every business owners policy, even on BOPs for contractors. The agent doesn’t understand why a carrier would want this exclusion on an entity with little to no volunteer exposure.  In C. Who Is An Insured, the BOP includes: Your “volunteer workers” only while performing duties related…

Independent agents can transform how customers perceive value in insurance, guiding them through a challenging and evolving market.

By Mia McGowan ​For many insurance customers, the first encounter they have with your agency is through your website. This initial impression sets the tone for your relationship with potential clients. A strong, easy-to-navigate website not only highlights the professionalism of your agency but can also help build trust. By focusing on user-friendly navigation, you can increase…