ASNOA 
If your offices are closing to celebrate the USA’s Independence Day, you will need to notify your clients of the closure and which day you plan to return to business. We created several email templates you can use when communicating your holiday office hours. There are a variety of fun headers to choose from, and … Read more
Knowing how to cross-sell is a great tool in any agent’s arsenal. The trick is to seamlessly incorporate another product into your client conversations. It sounds easy, but messing it up can damage your relationship with your customers. You have to find coverages that are relevant to your clientele. Are they a home-no-auto account with … Read more
There is one key question you should ask any aggregator before you join: What type of appointments will I have access to? Varying carrier appointments mean very different things when it comes to access, earnings, and ownership of that business. Before you sign on the dotted line, ensure you understand all the differences laid out … Read more
Everyone says that now is the time to transition from a captive agency to an independent one, but we wanted to examine what that process looked like and why captive agents are looking to switch so quickly. Our Communications Supervisor Madeline Smith sat down with Agency Principal Eric Ash (Eric L. Ash Agency) to discuss … Read more
Since Safeco started offering a website grader for insurance agents, many members of our network have started to reach out for suggestions on how to improve their Google standing and overall web traffic. We created a list of the most common things independent agents can update that can not only improve your Safeco score, but … Read more
If events seem like a waste of your time, you are probably not attending the right ones. The mark of a great event is leaving with memorable takeaways (i.e. more knowledge about profitable subjects, more connections to insurance experts, etc.). This is why it is important to know the purpose of the event you plan … Read more
The new year brings new goals, and it’s safe to assume that most of us are looking for a more prosperous turnout than what 2020 left us with. One way to measure your success and track your forward progress is by setting goals for your independent agency, but not just any goals. SMART goals are … Read more
Ok, I’ll say it: We are ALL glad 2020 is almost over! This year threw a lot at small businesses, and some of us are still trying to put our heads on straight. To get yourself a little more prepared for 2021, here are some trends to watch in the insurance industry. Data-driven insurance This … Read more
2020 is FINALLY wrapping up, which means everyone is rushing to wrap up loose ends and close out the year on a high note. If your social media creativity is as empty as my grandma’s cookie jar, try focusing on having fun this holiday season. The great thing about the winter holidays is that they … Read more
So you’ve decided to relocate your agency which means you are primed for big revamp, and I’m not just talking about redecorating your office. Whatever the reason may be, moving presents a great marketing opportunity to expand your prospecting and connect with current and past clients. Moving is stressful, but your marketing shouldn’t be which … Read more