Focus on your customers—or someone else will.
Should sales and CSR roles be more blended? Two independent agents debate the issue.
Selling and servicing insurance is not like selling and servicing other products. Here are five ways to avoid errors & omissions claims through smart sales practices.
Leaders can empower employees by supporting continuing education and professional development at every level. Here are a few management practices that can create the right environment for growth.
If you want to attract new business and consistently feed your agency new customers, you need to maintain a number of different pipelines. But before you start to beef up your marketing, you need to know what to avoid.
More than half of insurance policyholders grow frustrated if a chatbot has yet to provide them a clear path to resolution within five minutes—but 34% of policyholders want to switch to a chatbot if they’ve been on hold with a live agent for the same amount of time.
“We truly believe there is no good or bad except by comparison,” says Jeff Brady, president & CEO of Brady, Chapman, Holland & Associates in Houston. It’s a philosophy that this 25-year Best Practices Agency has taken to heart.
When Mike Brouwers needed a new carrier appointment, he called everyone he knew from working with his state’s Young Agents Committee, and asked them to vouch for him: “Within 90 days, we were on board."