Social Media Tips for Insurance Executives
Whether you are new to using social media to increase customer engagement or want to increase new business leads, how you communicate across the multiple social media platforms is critical.…
Agency Management
New 2023 Law in California Requires License Numbers on Emails
In 1995, the Legislature added section 1725.5 to the California Insurance Code (Cal. Ins. Code) to require various types of insurance licensees to print their license numbers on business cards,…
Back to Basics – What is the Hard Market/Soft Market Insurance Cycle?
The insurance industry has long gone through periods of “hard” and “soft” market conditions. In hard markets, insurance premiums increase and capacity – the ability of insurance markets to accept…
A Policy Archeologist Talks Policy Records Retention
Agency owners often ask, “How long should I keep expired insurance policies?” When we’re talking about liability policies, the new answer may be “forever.”
Texting Insurance Clients – Best Practices When Texting Clients
The federal Telephone Consumer Protection Act requires insurance agents to follow best practices outlined in that legislative rule. The Big “I” Agents Council for Technology offers resources that can help…
Essential Personal Lines
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Essential Commercial Lines
Advanced Personal Lines
Advanced Personal Lines
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Advanced Commercial Lines
When is a Smaller Agency Worth More Than a Larger Agency?
Agency acquisitions and mergers continue to heat up, your agency value may be more complex than you think. Revenue and commissions are not the prime indicator of value for an…
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