Information to help you grow and succeed
Information to help you grow and succeed
Staying up-to-date on current trends is a full-time job, no worries, we've got you covered! Our weekly Blogs cover hot topics all housed in one place, making searching for new growth strategies a breeze!
Staying up-to-date on current trends is a full-time job, no worries, we've got you covered! Our weekly Blogs cover hot topics all housed in one place, making searching for new growth strategies a breeze!
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Webinars: Worthless or 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
Introductory Meeting with Carriers
Your First 180 Days as an Independent Agent: Recommendations for Success In this blog, we are going to cover what you should ask during your introductory meeting with carriers, documents to gather, and a template to keep it all organized. This will be the first in a series of blogs covering different topics that we … Read more
Adding Financial Planning to Your Offerings
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
Tips to Track Profit and Loss from EVP
Profit and loss is top of mind for every agency and network as we enter into the fourth quarter. That means now is a great time to revisit your profit and loss ratios with each of your carrier partners. ASNOA wants to continue our profitability trend, paying out agents with bonuses for jobs well done. … Read more
Applied Epic 2019 Latest Changes
Have You Tried Turning It Off and Back On Again? The latest update from Applied Epic 2019 If you haven’t already noticed, Applied Systems has updated to Epic 2019. While this is exciting news, many new features need to be set up on your end. Whenever a simple update comes through, we always say: “restart … Read more
Confessions of an Ex-Farmers Agent
Why I Ended My Partnership with a Farmers Insurance Agency For almost 15 years, I gave my Farmers Insurance agency everything that I could  – my financial investment, energy and, most importantly, the majority of my time. In return, I received an incredible education, met some of the most skillful salespeople in the industry, … Read more
Insurance Automation: what is it?
What is ‘automation?’ Chances are by now that you’ve heard automation talked about in insurance at least half a dozen times now. Automate this, automate that – but what does it really mean? When these insurance leaders talk about how automation is changing the game in insurance, what specific processes are they referring to? Let’s … Read more
Why Your LinkedIn Sucks
Think your LinkedIn profile is attractive? Take another look. Would you glance twice at it if you were a prospective company or client? If your answer is no, we’ve got you covered. Here are some quick and easy tips to spice up your profile! Add More Content Make a longer, more detailed ‘summary’ section with … Read more
Why Do You Need Email Marketing?
Think about how many times you use email in your own life. How many times a day you hear that ding from your phone? Let’s face it, email is a big part of our lives. Email marketing, when done correctly, can be like having your very own money tree. Chris Combemale, CEO of the Data and Marketing Association once said, “email stands as one … Read more
What to consider before joining an insurance aggregator
As an independent insurance agent, perhaps you have considered joining an insurance aggregator or agency network; in other words, an association consisting of multiple insurance agencies and which offers support and benefits to its members. These groups, also known as insurance clusters, can vary greatly from one to the next. Some cluster members share office … Read more