Agency Management

How Important is Insurance?

Chris Burand’s  article, “How Important is Insurance,” reminds us that underinsurance, missing coverages and uninsurance plagues not only the consumer, but ultimately the agents, carriers in lost premium and errors…

Bag with money and tape measure with a wooden houses. The concept of a limited real estate budget. Low subsidies. Lack of investment in construction. Market crisis. Reduced demand for home buying.

Consistency or Intensity? 

When it comes to getting results, which is more helpful: consistency or intensity? What really wins? While each has its place and both are important, one matters more. Ultimately, consistency…

Man standing on a top

Are We Making Teaching Insurance Ethics Too Hard? 

Our reliance on an ethical framework for decision making impacts almost everything we do as insurance agents and consultants to the industry. Yet we repeatedly witness decisions that lack an…

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There’s Much to Gain, Nothing to Lose By Engaging Insurance Employees 

In today’s competitive employment arena, employee engagement is more important than ever. With increased mergers, larger agencies aggressively poach talent, often offering higher pay and better benefits. How can you…

A group of paper people coming together. Community and friendship concept.

Strong Financial Controls Can Help Prevent Producer Embezzlement in Insurance Agencies

Insurance agencies that entrust producers with client billing need strong financial controls to mitigate embezzlement risks. Embezzlement is a crime of opportunity. When employees can access funds, billing software, or…

Saving money concept Man hand putting Row and coin Write Finance Saving money concept Man hand putting Row and coin Write Finance

Unlock the Secrets of a Transformed Agency

It’s no secret that agencies that execute a Best Version Possible (BVP) plan are significantly transformed. In fact, it’s pretty obvious, based on their industry-leading results in all areas. So how do transformed…

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How Thriving Insurance Organizations Manage and Retain Top Intellectual Talent

The insurance industry is at a crossroads. A significant portion of the workforce is nearing retirement (of almost one million licensed agents and brokers, the average age is 45.9 years old, according…

Wooden figures on puzzles on yellow background as a symbol of team building. Organization group people in business. Cooperation and partnership.