Marketing does not always create an immediate lead, but that does not mean it is not working.You sponsor the event.You take a realtor to lunch.You post...
Before you automate something, make sure it actually works.There is always another piece of technology promising to transform your agency.A new CRM.A new automation tool.A new...
The people who learn how to use AI well may become more valuable, not less.One of the biggest questions surrounding AI is whether it will eventually...
There is a surprisingly simple first step to increasing the value of an insurance agency:Have financial statements.That sounds obvious.According to the conversation in this week’s IA...
There is a point in almost every growing insurance agency when the owner realizes something uncomfortable:Too much of the business depends on them.They know where the...
A Chick-fil-A owner-operator may not spend every day standing behind the register.But when the lunch rush begins backing up, that owner can step in.That image became...
Payroll is one of the easiest agency expenses to identify.The cost of turnover is much harder to see.It appears in the hours spent reviewing applications and...
Insurance agencies have to make decisions about where to spend their time.Which prospects deserve another follow-up?Which accounts need more attention?Which opportunities are worth pursuing?When workloads are...
Personal Lines Insurance Agents are not dead. As a matter of fact, they're flourishing. Automation and the crafting of low touch, high frequency workflows are more...
