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

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

How to Manage Your Epic Renewals

Learn About Your Epic Renewals How are you managing your Epic renewals? You should be receiving the Policy Exception Report that will show you policies that increased in premium, 10% for personal lines and 5% for commercial lines. Join this session to learn more about utilizing Epic Opportunities during the renewal process.