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

Video Conferencing Best Practices

Video conferencing with teammates.

You’ve started to work remotely, and to keep business running as usual your agency has incorporated video conferencing into the daily routine. This is an excellent way to stay in communication with your team as well as keep everyone up to date on current projects.   Some people find it difficult to video conference due … Read more

COVID-19 Small Business Loans

Filling out a small business loan.

Unfortunately, the impacts of the Coronavirus are being felt on all levels of our society, including small businesses. To provide relief of these temporary losses, Congress passed the CARES (Coronavirus Aid, Relief, and Economic Security) Act on March 27. How can the CARES Act help your agency? Here is a list of eight most commonly … Read more

Example Email About COVID-19

Example communication to insurance clients during COVID-19

If you are an insurance agency owner and you are unsure of what to say to your clients regarding COVID-19 don’t fret. Below is an example generic email you can spice up and send out to your clients regarding COVID-19. Navigating COVID-19: Services Will Continue In the weeks ahead, the uncertainty over COVID-19 will only increase. … Read more

Making a Business Continuity Plan

How to make a business continuity plan for an insurance agency

It is completely fine if you haven’t put a work process in place to prepare for a pending pandemic. None of us saw this coming. But now that we are facing an actual national crisis with COVID-19, let’s talk about how you can put together a Business Continuity Plan and implement it quickly. Simply put, … Read more

How to Meet Clients during COVID-19

video chatting during COVID-19

I’m sure at this point we are all sick of reading the words ‘Coronavirus’ and ‘COVID-19’, but this pandemic is not something we can simply ignore or pause. It affects everything, including your ability to conduct business.   You are still able to meet with clients face-to-face while practicing social distancing! There is a multitude … Read more

How to Prep Your Agency and Communicate with Your Staff During COVID-19

How to Prep Your Agency for COVID-19

Well, it looks like COVID-19 is only getting worse and worse. Here are a few tips you can utilize to help prep your agency and communicate with your staff during COVID-19. Read CDC’s recommendations for how to prepare for COVID-19 Restrict all non-essential travel Stop all in-person meetings Offer virtual meetings instead. You can use … Read more