Agency succession can essentially take one of two paths: internal or external perpetuation. Internally, you can pass on ownership to key employees, friends or family members through sale or [...]
Chances are you have at least once received a gift and your first thought was: “Thanks?”. That question mark means you either don’t know what you’ll do with the gift or you didn’t want it in the [...]
Let’s be straight: we need millennials in insurance. About 55% of insurance upper management are eligible to retire, and the industry is looking at 70,000 open positions - Millennials are the answer.
Read how agency management system training can boost your operations, and get step-by-step actions to set up training for your agency.
Going through a management system conversion can be a trying time. Much is riding on your data’s safe arrival, and the process can be stressful. Unfortunately, some agencies overlook conversion [...]
Choosing an agency management system can often feel like buying a home. It’s a big decision and will impact your life for years to come. The process can be overwhelming and time-consuming, [...]
You know when a relationship just isn’t working. You’re miserable. They’re not listening. It’s time to confront the problems or move on. An agency’s relationship with their management system is [...]