Why You Should be Attached to Attachments

Overwhelmed by documents

Have you heard staff ask questions like, “Where are the carrier documents?” or “Where are the quote sheets?” Do you find yourself spending a lot of time looking for declaration pages, client information, or the last ten signed applications the carriers ask for? Let’s be honest, it was easier to grab paper documents while working … Read more

Comparing Different Insurance Agency Location Types

Should you buy a store location?

What are the pros and cons of a storefront vs. a home office vs. a rented “virtual” office/shared space? One of the biggest questions you’ll need to answer as you formulate plans to start your business is where you will locate it. Will you work from home or set up an office, storefront or other … Read more