News

With 2023 coming to a close, the New Year brings new challenges and opportunities for your agency. Have you set your sales goals for 2024 yet? Have you put your agency in the best position to meet and exceed those numbers? Creating a sales plan can be difficult and time consuming, but it's essential to...

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, like property insurance to secure a loan, and some of our products are considered optional....

By now everyone is aware of the COVID-19 illness, commonly referred to as "CoronaVirus", outbreaks worldwide. While there has been a great deal of news and information regarding this epidemic, not everything we are hearing or reading is completely factual. To assist you in being informed, we suggest you utilize the following resources for information....

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 have shown over the years to help maintain your current book of business. One way...

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. It’s essential that you identify the training needs of your employees and implement a strategy...

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 place, they could be leaving their board members and management team vulnerable to potential lawsuits....

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 the insurance company manages the claim, independent agents often are the point of contact for...

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 careful though. Jumping feet first into an industry without conducting the proper due diligence can...

"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 our marketing efforts, we started with the basic question of why? The MGA business model doesn't...

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 trade show you're attending. Pre-Show Planning & Marketing Attendee/Lead List - Which of your clients...