Once you know you know you're ready to sell the agency, you're likely to have a lot of questions about what to do next. Keeping customer and employee morale up during this time period isn't going to be easy to [...]
The goal of any organization is to grow. When you've done everything you can do to grow your business internally, sometimes, it's time to look for opportunities outside of your own organization. In the insurance industry, acquisitions can be quite [...]
If you've been thinking about selling your insurance agency, it may not make much sense to do so with the holidays quickly approaching. You'll garner much more interest (and better offers) if you choose to wait until 2018. The first [...]
When you're faced with the prospect of selling your agency on your own, you may think you don't want anyone else involved. After all, who knows your business better than you do? But choosing to do it all by yourself [...]
In the world of insurance, there is perhaps no more singularly important goal than retaining your commercial accounts. Acquisition costs and time invested are immense. The wave of impact throughout your teams, departments and organization can be devastating. This is [...]
Keeping accounts after a merger can be a daunting task to agents and management alike, but it's not impossible. What's more, high retention rates are the key to financial success after the dust has settled and a new routine has [...]
Finding and retaining talent is a matter of finding the right compensation structure. While good employees can’t be taken for granted, there are a number of financial constraints that can make this seem like an unsolvable puzzle. It can be [...]
Agency automation is an effective way for companies to tighten up their time management and increase the level of customer service — without doing any additional work. There are a number of processes that can be automated in insurance, from [...]
