Are You Leveraging the Right Team for Cross-Selling?
Here’s why your customer service representatives and account managers should take the lead with cross-selling and up-selling initiatives.

Here’s why your customer service representatives and account managers should take the lead with cross-selling and up-selling initiatives.
From chatbots to social media, digital is a trend that has been building for decades. Here are seven digital capabilities strongly correlated with high revenue growth.
This strategy helps producers collaborate with prospects by providing them insights with the goal of helping them make better, more informed decisions.
Coverage written on a claims-made basis require key employees to report any incidences that qualify as or may lead to a claim.
Independent agent data ownership is a settled matter. However, in today’s environment, it is important to review your contract language.
The mail delays over the past number of months have made invoices and insurance payments arrive late, often resulting in dropped coverage for clients. Here are seven ways to keep your team and clients up to speed.
While 73% of independent agents say their customers expect a fully digital experience, 91% report an increase in customers’ desire to speak to an agent when they have questions.
Agencies have the tools available to better understand audiences, update message delivery channels and reach clients in the best way possible.
Looking to bring prospects closer to your agency while still maintaining a safe social distance? Here are some tips to help create engaging marketing videos.
States across the country are in varying stages of vaccination and while the question of whether employers can require a COVID-19 vaccine isn’t imminent for most businesses, now is the time to think about your strategy.