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-topic information 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!

Independent Insurance Blog

Most Recent

Digital Marketing / Insurance How-To

Google My Business for IAs

June 25, 2020
Digital Marketing / Insurance How-To / Local Marketing / Sales Marketing

Target Marketing for IAs

Insurance How-To / Personal Development / Sales Marketing

COVID Cold Calling

All
  • All
  • Announcements
  • Content Marketing
  • Digital Marketing
  • Insurance Aggregators
  • Insurance How-To
  • Local Marketing
  • Personal Development
  • Sales Marketing
  • Uncategorized
Enhance your cybersecurity

Phishing Email First Response

With many companies working from home, security is top-of-mind for owners and managers. Without domain securities in place and employees using home networks and computers, more vulnerabilities may be present and exploited by hackers and phishers. If a user at your company is compromised, and a spam email is sent from their account, here are … Read more

Saving money during covid-19

Ways to Save During COVID-19

For some of us, money is a little tighter than usual due to coronavirus-related financial changes. It seems like everyone has an opinion about how you can save a quick buck, and most fall into one of two categories: the obvious or the low returns. So how do you find ways to save that can … Read more

Independent agencies should online stream

How to Virtually Engage Clients

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

Federal relief funds

COVID-19 Federal Relief Resources

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

Is the NBS iQuote comparative rater worth it?

VP of Education Reviews NBS iQuote

I’ve been quoting small commercial my entire career and have searched tirelessly for a quality BOP comparative rater. After so many fell flat, I started to have my doubts about finding something easy to use with useful capabilities. When NBS released iQuote, I was skeptical; would it disappoint me like all the rest? After watching … Read more

Man confused by NBS policies in Epic.

Entering NBS Policies in Epic

NBS is a very popular carrier, but many agents are running into issues when they try to enter NBS policies into Epic. We want our agents to be successful, so we’ve highlighted the specific steps you have to take when entering an NBS. For these policies issued directly from NBS, follow this procedure: Add a … Read more

Video conferencing with teammates.

Video Conferencing Best Practices

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

Filling out a small business loan.

COVID-19 Small Business Loans

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 communication to insurance clients during COVID-19

Example Email About 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

How to make a business continuity plan for an insurance agency

Making a Business Continuity Plan

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

%d bloggers like this: