Strategies

When clients need advice on borrowing against a whole life policy, your expertise will be critical in guiding them to the right solution.

When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.

With the rise in e-commerce and demand for delivery, final-mile delivery represents a growing need in coverage. Independent agents are best positioned to educate customers on these coverage decisions.

Here are the three different selling approaches—and why only one is effective.

Final-mile delivery is growing rapidly. Independent agents are best positioned to guide customers in their insurance decisions.

A college student lends his car—which is covered on his parents personal auto policy—to a roommate, who gets in an accident.

Finding a niche market helps agents go from “one of many” to one of the few.

An insured installs and services bank equipment, including ATMs, which are stored at warehouses. The carrier says the warehouse is responsible for the property while it’s being stored, and won’t provide any coverage to the insured.

Restoring critical files is necessary to restart a business’ day-to-day operations after a disaster or an accident. It also saves businesses valuable time and money.

Sales velocity may be one of the most important indications of an agency’s ability to succeed and perpetuate over the long term.