Compromising Money & Ownership?

Losing money due to limited carrier access

There is one key question you should ask any aggregator before you join: What type of appointments will I have access to? Varying carrier appointments mean very different things when it comes to access, earnings, and ownership of that business. Before you sign on the dotted line, ensure you understand all the differences laid out … Read more

Let the System Manage

Whether your agency has 20 employees or one, an agency management system can help improve your efficiencies. If you are looking to streamline your business without completely changing your operations, look to your management system to provide specific client reports, prospecting lists, and more. Here are a few major benefits to using your management system … 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

2021 Insurance Trends to Watch

2021 Trends for insurance agents

Ok, I’ll say it: We are ALL glad 2020 is almost over! This year threw a lot at small businesses, and some of us are still trying to put our heads on straight. To get yourself a little more prepared for 2021, here are some trends to watch in the insurance industry. Data-driven insurance This … Read more

Three Places to Check if Your Agency Name is Available

Check these places to make sure the name of your business is available!

Before you start registering your independent insurance agency, you want to double check that your chosen business name is even available for you to use commercially both in your state and online. State Level The first place you need to check if an entity name is available is at your local Secretary of State or … Read more

Cybersecurity Tips When Working Remote

cybersecurity dangers for IAs

It seems like almost overnight we all switched to working remotely, and some of us have seen massive spikes in productivity! Working from home (or your beach house in Florida) comes with great perks like flexible working location, anytime snack breaks, and regular cuddles from your pets, but did you know it can have some … Read more

Three Ways to Maximize Growth

What learning looks like as an independent agent.

How is growth measured as an independent agent? By writing more business? Sorry, but no. Growth is measured by your knowledge as an insurance professional. You should be constantly learning about the industry. Yes, you are required to attend classes and get credit for continuing education, but CE credits are not the end-all be-all to … 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

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