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

Symbiosis: Referrals & Your Agency

an agency building symbiotic business strategies

To anyone who hears the word ‘symbiosis’ and is immediate transported back to high school biology, I apologize. It’s important to understanding that symbiosis doesn’t just refer to biological relationships, but also inorganic entities like your agency and your referral sources. Adopting a symbiotic business strategy can boost your agency’s visibility and prominence in the … Read more

Self-driving Cars: Where will they steer the insurance world?

Picture to accompany self-driving cars blog.

Autonomous vehicles, a concept we’ve always associated with sci-fi movies is now integrating into our reality. This new decade will bring a rise in the popularity and availability of ‘self-driving’ vehicles, but what does that mean for the insurance industry? Based on research conducted by Tesla, Thesimpledollar.com stated that the safety features of self-driving cars … Read more

Ways to put more cash in your pocket as an insurance agent: Limiting MVR chargebacks 

How to limit MVR chargebacks as an insurance agent

Ways to put more cash in your pocket as an insurance agent: Limiting MVR Chargebacks One quick and easy way to put more cash in your pocket as an agency owner is to look at your MVR chargeback conversion percentages. These seem like small one-off charges, but they add up rather quickly, especially as you … Read more

Webinars: Worthless or Worth it?

Insurance Agent Training: Are Webinars Worth It

Five Questions to Ask Before You Register for a Webinar to Know If It’s Worth Your Time We know there have been a lot of emails going out about upcoming webinars. They are great, inexpensive alternatives to classes and conferences that you can attend right from your home or office. But how do you know … Read more

Adding Financial Planning to Your Offerings

Life Insurance

Are you leaving money on the table? According to The Overlooked Gap in Financial Advice, by Chubb and Oliver Wyman, “research reveals that nearly 40% of successful individuals would consider switching to a financial advisor who provides P&C support.” However, “only 28% of advisors currently provide P&C support.” That leaves a wide gap for independent … Read more