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Category Archives: Blog
A Year of Sales Excellence: McNeil Producer Training Series 2023
As we wrapped up our third and final Producer Training of 2023 in Cortland earlier this month, it was a good time to reflect on the journey we shared throughout the year. Our series of three trainings, beginning in Charlotte …
Cyber Insurance – Why Buy It?
In the insurance industry, we are constantly challenged to show why our products and services are better than the competition, or even necessary. Some insurance products are required by law, like auto liability, some products are required to conduct business, …
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. …
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 …