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Independent Agent Magazine

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November 2023https://www.iamagazine.com/magazine/issues/2023/november-2023November 202311/1/2023 4:00:00 AMCover2023Volume: 120, Issue: 10

 

 

Deal Dynamics: Identifying an Acquisition to Add the Most Value to Your Agencyhttps://www.iamagazine.com/magazine/issues/2023/november/deal-dynamics-identifying-an-acquisition-to-add-the-most-value-to-your-agencyDeal Dynamics: Identifying an Acquisition to Add the Most Value to Your AgencyAs the field clears in mergers & acquisitions, the door is ajar for independent agency owners to make an acquisition that could change the trajectory of their business. 11/1/2023 5:00:00 AMPerpetuation ＆ ValuationPerpetuation ＆ ValuationNovemberWill Jones
The Inertia of Legacy: A Science Geek’s Guide To Managing Your Legacyhttps://www.iamagazine.com/magazine/issues/2023/november/the-inertia-of-legacy-a-science-geek-s-guide-to-managing-your-legacyThe Inertia of Legacy: A Science Geek’s Guide To Managing Your LegacyUnderstanding inertia and applying the concept to seemingly routine life choices will enable you to understand and appreciate the forces that are influencing your current trajectory.11/1/2023 4:30:00 AMPerpetuation ＆ ValuationPerpetuation ＆ ValuationNovemberChris Cline
How to Convince Construction Clients to Buy Professional Liability Coveragehttps://www.iamagazine.com/magazine/issues/2023/november/how-to-convince-construction-clients-to-buy-professional-liability-coverageHow to Convince Construction Clients to Buy Professional Liability CoverageIt's a common misconception among construction professionals that their work does not have a professional liability exposure, particularly if they are a contractor who doesn't do design work.11/1/2023 4:20:00 AMSales ＆ MarketingProduct LiabilityNovemberChris McQueen and Peter Brooks
Hand in Hand: Do Your Research but Listen to Your Guthttps://www.iamagazine.com/magazine/issues/2023/november/hand-in-hand-do-your-research-but-listen-to-your-gutHand in Hand: Do Your Research but Listen to Your GutDo your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.11/1/2023 4:15:00 AMPerpetuation ＆ ValuationNovemberScott Freiday
Using your CRM to Create a Culture of Successhttps://www.iamagazine.com/magazine/issues/2023/november/using-your-crm-to-create-a-culture-of-successUsing your CRM to Create a Culture of SuccessThe famous phrase, “Coffee's for closers," from the classic motion picture “Glengarry Glen Ross," is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.11/1/2023 4:10:00 AMTechnologySales ＆ MarketingNovemberMike Erlandson
Declaration of Independents: David Garciahttps://www.iamagazine.com/magazine/issues/2023/november/declaration-of-independents-david-garciaDeclaration of Independents: David GarciaAfter leaving the family business—professional baseball—Garcia founded a grand-slam agency 25 years ago with his wife, Charlotte Garcia. A Best Practices agency for 17 years in a row, Rancho Mesa’s secret to success comes down to one thing … literally. 11/1/2023 4:05:00 AMCommercial LinesNovemberAnneMarie McPherson Spears