When it comes to agency perpetuation planning, you’re likely somewhere between square one and planning your retirement party. Let’s hope, unlike some of 2016 Future One Agency Universe Study [...]
By Jordan Owens
In Agency Management System Best Practices, Agency Operations, Change Management, Choosing an Agency Management SystemPosted
Choosing an agency management system can be overwhelming. The thought of overhauling your workflows, teaching staff a new system, and transferring management system data is enough to make your [...]
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 [...]