As insurance advisors, we need to begin laying the foundation for the future today so we can remain relevant to our clients and other stakeholders. Here are the top three things we should be working on every week in 2020.
The No. 1 way to combat competitors from siphoning off your customers is to adapt. Here are three ways Google Ads could be the missing link in your marketing strategy.
Learn three more ways smart forms save your agency time and streamline your clients’ experience.
One of the biggest opportunities for independent agents lies in the millennial market. Here are three ways you can step up your digital game and appeal to the largest consumer segment for years to come.
Being a top-class independent insurance agent doesn’t necessarily make you and your business referral worthy—you need to work even harder than that.
By defining and maintaining an agency-wide sales approach, your agency can create a uniform, consistent message to potential clients. Here are three ways your agency can benefit.
By not handling documents in the best way possible, many insurance agencies waste time, lose documents and even make themselves susceptible to fines for noncompliance. Learn how to avoid the three most common mistakes.
If your website isn’t set up to provide equal access for all visitors, you’re missing out on valuable customers and risking a lawsuit. Follow these four principles to provide an enjoyable experience for all.
If your agency needs to use an interpreter to communicate with a customer, do you know what you need to document about the exchange?
With open enrollment season upon us, employers should practice these three strategies to avoid the risks involved in offering employee benefit plans.
