Our Ask an Expert service answers this question. Q. Should we obtain a new signed application from a client we obtain via AOR or BOR? Or should we contact the former agent to obtain…
When Medicare Annual Enrollment Period (AEP) ends, the immediate pressure lifts, but the most instructive phase often begins. Phones are quiet. Deadlines pass. Teams finally have room to reflect on how the…
Ask an agency principal about internal procedures and he or she inevitably will tell you, “Our procedures are proper; you won’t find any discrepancies in our operations.” Following a third-party…
For decades we paid producers more for new business production than for renewals. Does this make sense? Here is a better alternative.
In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?
Virtually every industry has a model for comparing results to other businesses in the same field. For the independent agency system, that model is the Big “I” Best Practices program.
What does the future of insurance hold for we mere mortals? Your guess is as good as mine, but we need to imagine it. Technology and the world in general…
Insurance agency consultant Chris Burand sheds light on the fallacious opinion held by some agency owners and even some agency consultants that a bad producer is better than no producer…
According to research the average person has a total of 24 minutes a week to dedicate to learning. Our current insurance education system doesn’t cater to this reality. The industry…
The qualified lead ratio tells the agency if their database of leads is beneficial or wholly useless by answering the question, what percentage of leads in its database are good…