How to Purchase Your Independent Insurance Agency Domain

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

Register Your Business + Obtain Federal & State Tax IDs

Getting official IDs and registering your agency

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

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

Is Twitter Useful for Small Businesses?

Using Twitter as a lead generator

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

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

How to Virtually Engage Clients

Independent agencies should online stream

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

Entering NBS Policies in Epic

Man confused by NBS policies in Epic.

NBS is a very popular carrier, but many agents are running into issues when they try to enter NBS policies into Epic. We want our agents to be successful, so we’ve highlighted the specific steps you have to take when entering an NBS. For these policies issued directly from NBS, follow this procedure: Add a … Read more

Introductory Meeting with Carriers

Important Questions to Ask During Carrier Meeting

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

Do you HAVE to call clients at renewal?

Businesswoman working at her desk in office.

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