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
Your First 180 Days as an Independent Agent: Recommendations for Success In this blog, we are going to cover what you should ask during your introductory meeting with carriers, documents to gather, and a template to keep it all organized. This will be the first in a series of blogs covering different topics that we … Read more
Why you should always call your clients at renewal? No matter how successful you are, come renewal time you always have that one teeny tiny thought pop in your head: why not just let the sleeping bear lay? It would be so easy to just let the policy automatically renew. No hard phone call to discuss rate … Read more