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

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Cybersecurity Tips When Working Remote

September 17, 2020
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Three Ways to Maximize Growth

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Target Marketing Strategies

Target Marketing for IAs

Target marketing is smart marketing, and if your agency isn’t using these five strategies already, we’ve got news for you: chances are you’re working too hard for too little payoff. But how can you find target markets?   Here are five opportunities to look into:  Take a look at clients you’re currently serving and examine your book of business. Do you write a lot of restaurants and contractors? Maybe you've had a lot of success providing life insurance for families, or you’re familiar with the long-term disability market. Whatever it is you’ve written a lot of, leverage your experience to appeal to prospects...
Cold calling post covid-19

COVID Cold Calling

Let’s face it, cold calling has been brutal these past few months. There is a full-proof way to stay consistent while calling potential clients, so you can focus on enriching your content and tell those nerves to take a hike! Here’s what to consider when cold calling after the pandemic: Write a script This way you can practice what you want to say and how to say it. You don’t want it to sound like you’re reading out loud, but...
Resigning from a Captive agency

Becoming Independent: Leaving Captivity

This blog is the first in a series that takes you all the way through your journey to becoming independent; from finishing your career as a captive agent to confidently running your own agency, ‘Becoming Independent’ will highlight each step in the process and what you can do to maximize your success rate. The first step to become independent is resigning from your captive position. After you make the decision to jump from captive to independent agent, how do you...
Epic 2020 is here!

Applied Epic 2020 Review

Finally, some exciting news for a change: Applied Epic 2020 arrived on June 7, 2020! This article will cover: Some of the new features The new available integrations What do I need to do to get the 2020 version? Wait, what is Applied Epic? Highlights of the New Features Home Screen Several enhancements to the home screen on Applied Epic 2020 include instant access to client contact information for Activities and Opportunities. This makes it easier than ever to provide...
Agents should focus on their digital customer experience.

The Digital Customer Experience

The age-old question, “how do I get more leads, generate more sales, and help more customers?”     Agents are asking that question more frequently, especially in the current market. We believe Independent Agencies can enhance their lead-generating capabilities by leveraging a digital customer experience, regardless of whether we are social-distancing or back to business as usual. But, what does that mean exactly?   Let’s look at some data that Openly was able to capture from a subset of agencies  ...
Comparing insurance networks

How to Compare Insurance Networks

More money, independence, access, how many times have you heard these buzz words from other networks you’ve interviewed? The truth is they lure you in with these promises, but once affiliated, you’re quick to see the tarnish under the shine. We don’t mean to burst your bubble, but we’re tired of watching independent agents fall victim to these false promises. That’s why we’ve created a list of questions to take with you when interviewing potential clusters!   Use these five...
This is the new normal after the pandemic

Post Covid-19: Returning to Normal?

After months of being at home and unable to meet with our friends, we’re REALLY ready to get back to normal. But what is normal after COVID-19? What should we expect to see in our daily lives following the weirdest pandemic the world has ever seen? Honestly, there’s not much we can do to prepare ourselves in our daily lives, but as independent agents thinking about recovery, we have many things to consider.   When the pandemic first reared its...
Strong independent agent being a boss.

What Kind of Agent are You?

The evolution of insurance

Current Trends in 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 and what trends to consider? Is there more to talk about besides an increased interest in life insurance? Possible growth of cyber risks due to...
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 some of the first steps you can take to mitigate the damage. Contact Your IT Provider The first step is naturally to contact your IT...