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  • About Us
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    • E&O Insurance
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Agency Management for Insurance Agents

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Read more about the article The First 90 Days With a New Policyholder — The Customer Experience Matters

The First 90 Days With a New Policyholder — The Customer Experience Matters

  • Post published:February 13, 2023
  • Post category:Agency Management for Insurance Agents

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…

Continue ReadingThe First 90 Days With a New Policyholder — The Customer Experience Matters
Read more about the article Five Challenges Faced By Insurance Agents in 2023

Five Challenges Faced By Insurance Agents in 2023

  • Post published:February 7, 2023
  • Post category:Agency Management for Insurance Agents

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…

Continue ReadingFive Challenges Faced By Insurance Agents in 2023
Read more about the article How to Build Customer Trust and Authority as an Insurance Agent

How to Build Customer Trust and Authority as an Insurance Agent

  • Post published:January 31, 2023
  • Post category:Agency Management for Insurance Agents/Professional Development for Insurance Agents

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…

Continue ReadingHow to Build Customer Trust and Authority as an Insurance Agent
Read more about the article Time Management Strategies for Year-End and Renewal Season

Time Management Strategies for Year-End and Renewal Season

  • Post published:December 1, 2022
  • Post category:Agency Management for Insurance Agents/Human Resources for Insurance Agents

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.…

Continue ReadingTime Management Strategies for Year-End and Renewal Season
Read more about the article See Through Insurance Fraud and Stop It In Its Tracks

See Through Insurance Fraud and Stop It In Its Tracks

  • Post published:October 20, 2022
  • Post category:Agency Management for Insurance Agents

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…

Continue ReadingSee Through Insurance Fraud and Stop It In Its Tracks
Read more about the article How to Save for Retirement Based on Income Level: The Top Tips

How to Save for Retirement Based on Income Level: The Top Tips

  • Post published:October 5, 2022
  • Post category:Agency Management for Insurance Agents/Human Resources for Insurance Agents

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…

Continue ReadingHow to Save for Retirement Based on Income Level: The Top Tips
Read more about the article Health Savings Accounts for Independent Insurance Agents: What You Need To Know

Health Savings Accounts for Independent Insurance Agents: What You Need To Know

  • Post published:September 27, 2022
  • Post category:Agency Management for Insurance Agents/Human Resources for Insurance Agents

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…

Continue ReadingHealth Savings Accounts for Independent Insurance Agents: What You Need To Know
Read more about the article How to Find Good Employees

How to Find Good Employees

  • Post published:September 20, 2022
  • Post category:Agency Management for Insurance Agents

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…

Continue ReadingHow to Find Good Employees
Read more about the article Power Up Your Insurtech: Build Your Very Own Modern RevOps Machine

Power Up Your Insurtech: Build Your Very Own Modern RevOps Machine

  • Post published:August 18, 2022
  • Post category:Agency Management for Insurance Agents/Guest Post

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…

Continue ReadingPower Up Your Insurtech: Build Your Very Own Modern RevOps Machine
Read more about the article How to Manage Soaring Property Insurance Rates

How to Manage Soaring Property Insurance Rates

  • Post published:July 28, 2022
  • Post category:Agency Management for Insurance Agents

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…

Continue ReadingHow to Manage Soaring Property Insurance Rates
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