It’s been said, “when you know, you know.” This is true for all major moments in life: getting married, having kids, buying a house, and even when you’ll retire. But, when it comes to insurance [...]
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and [...]
Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three [...]
Great insurance customer service can give you a competitive edge, while poor service can lose customers. Find out how to keep your interactions positive.
A recap of the recent independent insurance agency workshop promoting efficiency-building, Partner XE best practices and community networking.