Strategies

Must the person signing a certificate of insurance be licensed in all the states where the insured has exposure? Or must the signatory be someone with internal agency authorization?

When a customer sends you a cancellation request, do you follow up with a letter asking if there is a problem?

As an independent agency owner you are part of a community, and when it’s time to sell your agency you have to decide what type of legacy you want to leave. Here are five options to consider.

By structuring your agency’s website content around keywords potential readers are searching for, you can bring in traffic and even new customers. Here are six steps to create a solid content plan.

Consistently creating content for your agency’s blog helps nurture customers’ trust and respect for you as an insurance authority. Here are four ways to design a powerful online presence.

The pandemic has forced agencies to go digital, and a balance is needed to move forward by appealing to digitally-savvy audiences without alienating more traditional customers.

Straightforward and simple e-newsletters can be an effective way for independent agents to communicate and connect with clients. Here are five ways to make e-newsletters work for you.

Customer expectations are changing rapidly, and digital transformation is critical to keeping pace. Here are three ways agents can think more digitally to prepare for this changing tide.

The pandemic has accelerated the move toward digitalization, bringing with it a rise in digital fraud. Here are four insurance fraud trends to watch out for.

Great customer experience is the key to a successful agency. Here are three effective ways to gather information about your clients’ experience.