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

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

Outstanding Commissions Guidelines

Understanding Outstanding Commission Reports

You keep hearing about Outstanding Commissions, but what exactly are they and why are they important to your business? The Outstanding Commission report identifies commissions that have been received, but cannot be reconciled due to the policies not being entered correctly in Epic or not entered at all. This is a report that is emailed … Read more

Incentives to Motivate Staff

How to motivate your team

One of the hardest parts about working as a team is motivating your fellow group members. I once had an agent ask me how he could convince his coworkers to cross sell business and upsell current clients. Without hesitation I responded, “With money and fame!” The tricky part was that his business plan could not … Read more

When are Life Settlements Needed?

senior couple smiling

In my previous article, I spoke about how both you and your clients can benefit from life settlements. Though the advantages seem too good to be true, there are real-life situations where your customers stand to gain more through life settlements than they would retaining an outdated life insurance policy.   Here are a few … Read more