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!

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Cybersecurity Tips When Working Remote

September 17, 2020

Three Ways to Maximize Growth

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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 actually improve your quality of life and don’t make you feel like you’re sacrificing? We have found three easy replacements for common household expenditures. Get...
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 to your clients, grow your online presence, and alleviate some of your quarantine boredom!   Personalized videos Applications like Loom allow you to create quick tutorials using...
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 you’re wondering where to turn to find relief, here’s a guide of five resources you could take advantage of: Federal Relief Opportunities CARES ACT: By...
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 the demo and trying the platform out for myself, I give Nationwide Brokers Solutions' iQuote two thumbs up! At last, a comparative rater for Small...
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 package policy Add the lines of business issued along with 2 FEE lines of business (see below) Add the carrier but change the Premium Payable...
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 to interruptions, spotty internet, and other technical and nontechnical issues. Here are eight tips on how to video chat with proper etiquette and make the...
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 asked questions by small business owners: What loans are available to help Small Businesses during COVID-19? Currently, there are two government loans (the Economic Injury...
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. We want you to know that we are here for you to ensure your loved ones, assets, and future. Our hearts go out to all...
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, a Business Continuity Plan is a plan-of-action your agency can put into place in the event of an emergency or major disruption. The plan outlines...
video chatting during COVID-19

How to Meet Clients 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 of free services like Google+ Hangouts, Skype, Facetime (for Apple users), ooVoo, and Zoom that allow you to video chat with your customers and agents....