Should Your Agency Rely on a Carrier Portal to Access a Policy?
What is an agency’s responsibility or best practice regarding maintaining an electronic copy of the full policy document in their agency management system?
Strategies
6 Strategies for Sales Prospecting Success
Maximize the impact of your outreach with these tips to find the right people and lead them to action.
How IoT Devices Prevent Water Damage
Internet of Things (IoT) technology can help real estate owners and property managers prevent and mitigate the costs of water damage.
Move Your Agency from High Maintenance to High Performance
Shift your agency from reactive and uncommunicative to proactive and clear by incorporating these three elements into your culture.
3 Sales Data Points Every Producer Should Measure
Get insight and motivation with these three key numbers.
5 Ways to Meet Customer Expectations with Digital Tools
Build your offering on flexible solutions that drive long-term loyalty via personalized service and quick responses to evolving needs.
8 Questions to Ask If You’re Thinking About Joining an Insurance Cluster
Pooling your book of business with other agents’ books to increase buying power may sound appealing, but is the opportunity a good fit?
Engaging and Retaining Employees During the ‘Big Quit’
Get through a tight labor market with 10 techniques to increase employee engagement and reduce turnover.
Working with Influencers, Blockers and Decision-Makers to Seal the Deal
With so many people involved in the decision-making process, building rapport, understanding motivations and deciphering who is friend or foe can be challenging.
Ask Your Clients These 5 Questions About Their Cyber Risks
“How do you manage cyber risk?” and four other questions to help you start cyber risk conversations with your clients.
