Target Marketing for IAs

Target Marketing Strategies

Target marketing is smart marketing, and if your agency isn’t using these five strategies already, we’ve got news for you: chances are you’re working too hard for too little payoff. But how can you find target markets?   Here are five opportunities to look into:  Take a look at clients you’re currently serving and examine your book of business. Do you write a lot of restaurants and contractors? Maybe you’ve had a lot of success providing life … Read more

COVID Cold Calling

Cold calling post covid-19

Let’s face it, cold calling has been brutal these past few months. There is a full-proof way to stay consistent while calling potential clients, so you can focus on enriching your content and tell those nerves to take a hike! Here’s what to consider when cold calling after the pandemic: Write a script This way … Read more

Becoming Independent: Leaving Captivity

Resigning from a Captive agency

This blog is the first in a series that takes you all the way through your journey to becoming independent; from finishing your career as a captive agent to confidently running your own agency, ‘Becoming Independent’ will highlight each step in the process and what you can do to maximize your success rate. The first … Read more

How to Compare Insurance Networks

Comparing insurance networks

More money, independence, access, how many times have you heard these buzz words from other networks you’ve interviewed? The truth is they lure you in with these promises, but once affiliated, you’re quick to see the tarnish under the shine. We don’t mean to burst your bubble, but we’re tired of watching independent agents fall … Read more

Post Covid-19: Returning to Normal?

This is the new normal after the pandemic

After months of being at home and unable to meet with our friends, we’re REALLY ready to get back to normal. But what is normal after COVID-19? What should we expect to see in our daily lives following the weirdest pandemic the world has ever seen? Honestly, there’s not much we can do to prepare … Read more

Current Trends in Insurance

The evolution of insurance

The coronavirus pandemic has impacted almost every aspect of our lives. Daily activities like grocery shopping, chatting with friends, and traveling to and from work have all changed to incorporate some aspect of uncertainty. With so many resources out there claiming one thing or another, how can you pinpoint exactly how your industry is changing … Read more

How to Virtually Engage Clients

Independent agencies should online stream

Now that we are all sequestered at home, it’s time to upgrade how you engage with your clients. Many independent agents have already utilized video conferencing platforms like  Zoom to mimic in-person meetings, but there are more fun ways you can strengthen your relationships with your customers. Here are some easy-to-learn ways to reach out … Read more

COVID-19 Federal Relief Resources

Federal relief funds

To say business has been tough lately is an understatement. The financial pressure is getting heavier for more and more small businesses as their revenue stream slows to a trickle. Congress passed the CARES act to give relief to these financial burdens, but not everyone has received or qualifies for the CARES Act loans. If … Read more