Agency Management

Website Privacy Statements

Do you know why that Privacy Notice is on your website? Or are you one of many that haven’t taken the time to even put one there? Would you be…

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Practicing the 7 Habits in Insurance Agencies – Habit #4

While Covey’s first three habits, Be Proactive, Begin with the End in Mind, and Putting First Things First were private concerns to the individual, his next three habits are public…

two toy broken cars and car insurance document. compare car insurance concept. gray background

An Amazing Customer Service and Leadership Story

How far will you go to provide superior customer service? Would you invest hours learning basic American Sign Language so a single customer will have a better experience?

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Big “I” Releases 2016 Best Practices Study Report and Agencies

ALEXANDRIA, Virginia, Oct. 4, 2016 –The Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) has released its 2016 Best Practices Study (BPS) benchmarking analysis which found…

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Another Look at the 7 Habits

You “recharge” phones and other electronics, don’t you? Every once in a while you need to “recharge” your own motivation and lifestyle…

Closeup image new car with piggy bank, key on hood isolated outside corporate building. Dealership offering credit line finance services. Lease automobile purchase financing concept. Financial success

Amazing Customer Engagement Ideas

You’ve read about the explosion of “disrupters” that are going to revolutionize the insurance industry. Most of them promise quick and easy online or smart phone app access but none…

Hand shaking which print screen on wooden cube block in front of human icon for business deal and agreement concept.

The ‘Dumb’ Things We Do

Let’s face it, even the best and brightest of us sometimes do dumb things and often it’s with good intentions to help a customer. But the cold, hard E&O reality…

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