The First 90 Days With a New Policyholder — The Customer Experience Matters
Your work as an insurance agent doesn’t end when your customer purchases their policy. In fact, the first 90 days with a new policyholder are a critically important time in…
Five Challenges Faced By Insurance Agents in 2023
There are many challenges faced by insurance agents and brokers in 2023. With macroeconomic issues like inflation and the talent gap continuing and industry-specific challenges with rates and capacity, independent…
How to Build Customer Trust and Authority as an Insurance Agent
Insurance is often misunderstood. Consumers often fear they will pay a lot in premiums and still struggle for coverage if they file a claim. Insurance agents and brokers have to…
Time Management Strategies for Year-End and Renewal Season
The end of the year can be a busy time for independent agents. January 1 renewals and the other usual year-end and holiday tasks can lead to a stressful December.…
See Through Insurance Fraud and Stop It In Its Tracks
Insurance fraud continues to be a common problem in the industry. Every line of insurance risks fraudulent claims and policies, including health, life, workers’ compensation, and P&C. The latest numbers…
How to Save for Retirement Based on Income Level: The Top Tips
If you run a small business, you probably dream of saving for retirement. You have worked hard to provide your family with a nice life, but you want to make…
Health Savings Accounts for Independent Insurance Agents: What You Need To Know
If you are an independent insurance agent, you have a lot to think about. If you are employed by another company, the company may give you health insurance. Unfortunately, if…
How to Find Good Employees
Recently, unemployment rates have begun to drop, and there are a lot of small business owners who are looking for new employees that can help them run the business. If…
Power Up Your Insurtech: Build Your Very Own Modern RevOps Machine
Even though the insurance industry has been around a long time, that doesn’t mean it has kept up with the times. Moving forward, property and casualty agents must manage intensified…
How to Manage Soaring Property Insurance Rates
Property insurance rates are rising around the country. There is less capacity, and rates have increased — sometimes exponentially — for many policyholders. Florida often makes the headlines when insurers…