Fourth of July Email Templates

Burning 4th of July sparkler cupcake in front of an American flag

If your offices are closing to celebrate the USA’s Independence Day, you will need to notify your clients of the closure and which day you plan to return to business. We created several email templates you can use when communicating your holiday office hours. There are a variety of fun headers to choose from, and … Read more

Get Your Website Noticed

Website Updates

Since Safeco started offering a website grader for insurance agents, many members of our network have started to reach out for suggestions on how to improve their Google standing and overall web traffic. We created a list of the most common things independent agents can update that can not only improve your Safeco score, but … Read more

Set Yourself Up for Success in 2021

Setting goals for 2021

The new year brings new goals, and it’s safe to assume that most of us are looking for a more prosperous turnout than what 2020 left us with. One way to measure your success and track your forward progress is by setting goals for your independent agency, but not just any goals. SMART goals are … Read more

Bootstrap Marketing for IAs

Bootstrap marketing techniques

You’ve heard by now the importance of investing in marketing for your agency, but 1) who has the time to launch several successful marketing campaigns and 2) where would you find the money to pay for them? The good news is that it doesn’t have to cost you an arm and a leg to build … Read more

The Digital Customer Experience

Agents should focus on their 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 … Read more

Current Trends in Insurance

The evolution of 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 … 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

Why Your LinkedIn Sucks

Woman writing on notepad

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

Do you HAVE to call clients at renewal?

Businesswoman working at her desk in office.

Why you should always call your clients at renewal? No matter how successful you are, come renewal time you always have that one teeny tiny thought pop in your head: why not just let the sleeping bear lay? It would be so easy to just let the policy automatically renew. No hard phone call to discuss rate … Read more