If there is one thing that every insurance agent worries about, it’s getting quality leads to patronizing their products and services. Nowadays, insurance agents are always on the move to find better marketing strategies and platforms to reach potential insurance leads. Thankfully, digital marketing platforms like Facebook have created a way for small to medium-sized insurance … Read more
Insurance agencies are bought and sold every day, but why should they matter to you? Is it ever the right time to purchase a book of business? Think about this: The average agency owner is 56 years old or older, and 20% of those agents are 66 or older. They are at the stage in … Read more
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
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
There are a ton of website domain providers out there. Pick the one that offers you the best combination or price, service, and security. We have used GoDaddy, Network Solutions, and Google Domains. I am going to use GoDaddy for the visuals below, but the steps are pretty much the same for all three sites: … Read more
Once you settle on a name you like, you will need to protect it. First, you need to register your entity name at the state level. Typically, the information you will need to file with your state agency includes: a. Business Name b. Business Location c. Ownership/Management Structure (for LLCs, this is typically your Articles … Read more
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
The first complete form of Twitter had its debut in 2007 at the famous South by Southwest music conference in Austin, TX, and it initially had trouble developing a revenue stream because, unlike other social media platforms, there was no opportunity for banner advertisements (Britannica.com). Fast forwarding to today, the platform boasts 330 million monthly … Read more
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
Now that we are all sequestered at home, it’s time to upgrade how you engage with your clients. Many independent agents have already utilized video conferencing platforms like Zoom to mimic in-person meetings, but there are more fun ways you can strengthen your relationships with your customers. Here are some easy-to-learn ways to reach out … Read more