Grow Your Independent Agency

Growing Independent agency

Establishing an independent insurance agency is a great accomplishment. You should feel overjoyed and proud of yourself already. In order to get the most out of your agency, you are going to want to keep progressing so your company doesn’t hit a growth block.  Hitting a block can be discouraging and can prevent you from … Read more

Stay Motivated as an Insurance Agent

Stay motivated as an independent agent.

To be successful in the insurance industry, you need to remain motivated, hungry for new clients and new opportunities. Of course, as with almost any job, this is always easier said than done. In addition to being engaged with peers and clients, a motivated agent is constantly seeking to improve business relationships and take a … Read more

Save Time & Money as a Small Business Owner

Ways to save money small business owner

Whether you are running an agency or pursuing another business venture, running a small business can be time consuming and, if not done properly, expensive! Especially during the start-up phase, spending your time and money efficiently is key to longevity in the insurance industry. Here are some tips and tricks to help save you big … Read more

Building a Network of Referral Sources

How to get referrals independent insurance agent

Every business owner would love to have a profitable referral network, but few are able to manage one successfully to build their network. As an independent insurance agent, having a strong and reliable referral network can guarantee a steady stream of new clients.    However, building a referral network is not as simple as just … Read more

Updating Your Address without Destroying your Google Ranking

A young businesswoman moving in office, getting new work place

If you are planning to move your agency, here are some tips to prevent your Google ranking from becoming a disaster. Now, before you get excited and make these changes weeks before your actual move, you should know that premature address changes are against Google guidelines and could cause a lot of issues in the … Read more

3 Cross-sell Email Templates

Men and women having a team discussion

Knowing how to cross-sell is a great tool in any agent’s arsenal. The trick is to seamlessly incorporate another product into your client conversations. It sounds easy, but messing it up can damage your relationship with your customers. You have to find coverages that are relevant to your clientele. Are they a home-no-auto account with … Read more

Keep it Clean this Summer

Computer laptop and file cabinet with folders.

Spring cleaning is in full swing as agents prepare for the summer’s shenanigans. While you spend time decluttering your physical workspace, don’t forget to give a little TLC to your digital one! If you don’t know where to start (Epic can be a beast, I know), here are some quick and easy fixes that can … Read more

Transitioning to Independence: What does it look like?

Interview with Eric Ash

Everyone says that now is the time to transition from a captive agency to an independent one, but we wanted to examine what that process looked like and why captive agents are looking to switch so quickly. Our Communications Supervisor Madeline Smith sat down with Agency Principal Eric Ash (Eric L. Ash Agency) to discuss … Read more

Become Commercial Lines Specialists

Becoming a commercial lines specialist

Finding the perfect commercial lines insurance for everyone who walks through your door can be cumbersome. There is a lot of work that goes into the process: You have to search through all of the carriers to find the right one, then you have to look through all of their lines of business to figure … Read more

Referrals: It can’t hurt to ask

How can you use a working referral program to generate more business? Referrals are the most coveted way to gain business, and in an age where exposure means everything, they are one of the ways prospective clients determine your credibility. Honestly, the easiest (and cheapest) way to market your agency is by word of mouth, … Read more