What Owners Need to Know About Protecting Agency Finances
Finances can be a sensitive subject in any business, and this is true in an insurance agency.
Helpful Tips: For Leadership
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How to Address Employee Interest In Agency Financials
Insurance agency financials play an important part in painting the overall picture of an organization’s health and performance.
Important Tips to Protect Relationships in a Family Agency
As much as insurance agencies desire to keep operations within the family, there are family dynamics and generational gaps at play, which can create conflict as a parent and child may disagree on how to run the business.
How to Set Your Child Up for a Successful Insurance Career
To keep the tradition alive, agency owners must have a plan to usher in the next generation to take control of the company eventually.
Providing Opportunities to Employees In Your Agency
When opportunities present themselves within the agency, opening those positions up to other staff may be met with resistance by some, but can be an exciting possibility to others who want to explore new roles.
What Every Agency Should Do to Prepare for Employee Retirements
While there is no way to replace long-term experience, service, and friendships that an employee built, there are ways for agencies to prepare for their departure.
What Agencies Need to Know Before Buying Lead Lists
When it comes to keeping a full bank of prospects year-round, lead lists are one option available to insurance agencies.
Dealing with Problems in the Sales Process
Convincing a producer to change their selling habits may not be the easiest task, but here are some tips to break things down and get to the root of the problem so the producer can get back to doing what they do best.
3 Essential Tips for Evaluating Producer Pay
Attempting to create the perfect formula for every producer can be a futile effort. Choosing the cookie-cutter approach rather than analyzing and evaluating each producer book based on individual merit can lead to frustration.
How To Reconnect A Disconnected Team
Knowing that a remote work environment may be necessary for a few more months, or potentially permanent, it is increasingly critical that leaders find ways to encourage individuals and teams who have lost momentum.
