Agency owners know the challenges of running an insurance firm all too well. You’ve got policy renewals to handle, client relationships to maintain, and a whole staff to oversee. Not to mention growing the agency itself and looking for ways to generate more revenue. Staying organized is difficult for agency owners, but thankfully, they can…
As an insurance agency owner, one of your top priorities is to ensure the growth of your business year in and year out. To achieve this, you’ll need to track your agency’s performance in the form of key performance indicators (KPIs). Insurance agency KPIs are the metrics that give you a brief overview of how…
As we welcome the new year, now is the perfect opportunity to look into insurance trends and technologies that will shape the industry’s future. There’s no denying that the previous year brought plenty of challenges to the insurance industry. Still, we’ve learned some valuable lessons that allowed us to adapt and overcome. Part of the…
2022 has finally arrived, and like many entrepreneurs during this time, you may have your own set of New Year’s resolutions to follow. If that includes growing your insurance agency this year, that’s great news! Growing your business means trying out new things, whether marketing, sales, staffing, or more. But venturing into the unknown can…
At some point in your life, you’ll face big decisions as an agency owner. You’re ready to move forward and are looking at the bigger picture ahead. Eventually, you’ll think about selling your insurance agency in pursuit of other meaningful goals. If you’re in this stage of your career, then congratulations! The amount of effort…
So you’re thinking about buying an insurance agency, but you aren’t sure how to approach it. Whether it’s your first time entering the industry or you’ve already owned an agency, purchasing a business can feel quite daunting. After all, it’s a big decision that can change the course of your life and career. If you’re…
An insurance agency is a people-based business, and if you want to expand your clientele, then you need to know how to market your agency. You must reach the right people at the right time to generate sales and stimulate growth. Knowing the right insurance agency marketing ideas is crucial if you want to edge…
When people hear about insurance agencies, they think of forms, contracts, and financial documents. All this paperwork can make organizing documents quite challenging, especially when done manually. You’ve got records to keep, papers to sort out, and portfolios to oversee. Thankfully, the industry is moving towards technologically-based software to streamline its operations. Many insurance agencies…