Developing a Strategy For Success

Examples of a SWOT Analysis

One of the easiest ways to figure out how efficiently your agency is running is by performing a SWOT Analysis… but what the heck is that? Long story short, a SWOT Analysis is a technique for assessing (S)trengths, (W)eaknesses, (O)pportunities, and (T)hreats in your business (mindtools.com). So how is a SWOT helpful? You can use … Read more

How to Motivate Your Team

Motivate your team!

At this stage in the game, most companies are going through an unexpected lull in enthusiasm. It’s not because we lack ambition or determination, it’s just that everything suddenly feels like a lot. We worked at the office, then we worked from home, now we’re back to the office. Swinging from place to place has … 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

How to Close Remotely

Closing clients remotely

Whether you’re opening your agency up completely or permanently implementing work-remote options, the recent pandemic has changed how independent agents think about business. Gone are the days of door-to-door prospecting, with digital marketing and advertising taking its place. Times are changing, and independent agents need to acclimate in order to find success with the millennial … Read more

Streamline Commercial Lines Remarketing

Remarketing to Commercial Lines clients

Remarketing commercial lines is a big task and shouldn’t be taken lightly. In fact, many agents shy away from the it because they either don’t feel comfortable enough dealing with commercial lines or they think remarketing is too much of a hassle. Let me tell you something: it’s not as difficult as you think! There … Read more

Google My Business for IAs

Google my business page

The internet is not easy, we know, but something that could make or break a sale is your Google My Business page. More and more people go straight to Google when researching insurance agencies, and if you’re agency’s information isn’t accurate or easily readable, that will most definitely dissuade clients from reaching out.   Here is a brief checklist of ways … Read more

Target Marketing for IAs

Target Marketing Strategies

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 … Read more

COVID Cold Calling

Cold calling post covid-19

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 … Read more

Becoming Independent: Leaving Captivity

Resigning from a Captive agency

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 … Read more

Applied Epic 2020 Review

Epic 2020 is here!

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 … Read more