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Category Archives: Blog
Are You “Fit For Duty”?
We are all in this business to help people when they need help the most. To be the person that our community can count on, we need to be ready to meet the challenges of the work that is needed …
Customer Appreciation Events
Often times the focus for insurance agents is on acquiring new business. So much so, that you may lose sight of how important your existing client base is. It’s crucial that you convey your gratitude for the loyalty your clients …
Identifying & Addressing Employee Training Needs
A lot of time and energy is put into the hiring process to help ensure that your agency finds the right people to join your team. But even the most experienced candidates need training and continuous learning to maintain success. …
Do Nonprofits Need Management Liability Insurance?
When you think of Management Liability Insurance, your first thought likely goes to large, publicly traded companies. However, many nonprofit organizations have similar exposures to personal liability risks. If one of these organizations doesn’t have a Management Liability policy in …
What’s an Insurance Agent’s Role in the Claims Process?
In the insurance industry, claims are inevitable. One day you’re going to receive a call from a client saying there’s been an incident and they need to know what to do next. Will you be prepared when they do? Although …
Is A New Market Right For Your Agency?
Expansion into new markets can help your agency grow exponentially. But which markets should you pursue and when is the right time to jump in? One way to expand your insurance agency’s business is to pursue entering a new market. Be …
What’s Driving Your Agency’s New Business?
“Good afternoon, this is Tony Blackwell from McNeil & Co…” Sound familiar? If you’ve sent us a new submission over the past several months you’ve probably received a phone call from Tony. In an effort to better understand and measure …
Trade Show Tips for Insurance Agents
I’ve previously written about trade show dos and don’ts and the important role these events can play in your agency’s marketing efforts. Today I’m going to go a step further and break down 9 factors to address to make the most of any …
Educational Marketing Campaigns
Leveraging educational content to inform buyers how your agency can help them mitigate risk. In previous blogs, I’ve discussed how to establish you agency as an insurance expert and often referenced the importance of providing relevant content to policyholders and …
Maintaining Client Relationships Through Email
I’ve previously preached the importance of meeting with your customers face-to-face as often as possible to establish a strong relationship. However, as your book of business grows and your agency expands its reach, it becomes more and more difficult to …
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