Take an Inventory of Insurance Coverage Over 2024

2024 end year to Happy New Year 2025 with Home and Heart block. Property investment, House Mortgage, Real Estate tax, homeless, donation, Financial and happy family concepts

As we approach the end of 2024, insurance agents may want to consider taking an inventory of the agency’s coverage over the past year. This process involves analyzing the types of policies offered, their uptake, and their performance. An inventory allows agents to reflect on the past year, identify strengths and weaknesses, and plan for … Read more

Internet of Things and  Commercial Insurance

IoT theme with abstract high speed technology POV motion blur

The Internet of Things (IoT) is here and experts estimate there could be up to one trillion connected devices by next year (2025). IoT refers to a network of physical objects—”things”—embedded with sensors, software, and other technologies to connect with other devices and systems over the Internet. These “things” can range from household items like … 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

The Digital Customer Experience

Agents should focus on their digital customer experience.

The age-old question, “how do I get more leads, generate more sales, and help more customers?”     Agents are asking that question more frequently, especially in the current market. We believe Independent Agencies can enhance their lead-generating capabilities by leveraging a digital customer experience, regardless of whether we are social-distancing or back to business as … Read more

What do you know about Cyber Security Insurance?

The concern with Data  As an insurance agent, all of your information for clients, businesses, and prospects is stored in a personal secure server, which only you and your producers can access. With everything being locked by personal codes, nobody should be able to breach this data. However, on a holiday vacation, one of your … Read more