The pandemic pushed many agents to adopt technology quicker than they had planned. Here’s a look at how and why every workflow and process can be automated to create greater efficiency and value for both the agent and insured.
What are the restrictions an unlicensed employee has when talking with an insured? Is coverage the only thing they cannot discuss?
As we approach the year’s end, agents should take into consideration the numerous coronavirus-related tax changes that may have an impact on their 2020 tax filings.
Through online marketing funnels agencies can measure how they are being perceived, what types of people they are reaching, why they became clients and how their clients want to interact with them. Here are three steps to supercharge this framwork.
Agents and brokers must continue to react to the changing trends in the insurance sector to thrive. Here are three strategies to use digital marketing to connect with consumers.
Producers need to leverage their relationships to build advocates who can help them forge new customer relationships. Here are the three types of advocates and how to build them.
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.
