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Management

    LESSONS FROM THE PAST YEAR: MAKING REMOTE WORK AN AGENCY ADVANTAGE

LESSONS FROM THE PAST YEAR: MAKING REMOTE WORK AN AGENCY ADVANTAGE

LESSONS FROM THE PAST YEAR: MAKING REMOTE WORK AN AGENCY ADVANTAGE Moving forward, it’s a good time to take a strategic look at options By Maura C. Ciccarelli Independent agencies have had a rough roller coaster ride over the last year trying to figure out if, when, and how to reopen an in-person office, only to have a summer surge of COVID-19 cases put many plans on hold. Just think

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    CHANGE INSURANCE

CHANGE INSURANCE

Professional Development CHANGE INSURANCE RPS podcast helps agents explore how they can change the way they sell insurance By Christopher W. Cook Imagine working at an insurance agency today without all the modern technology available. Searching through file cabinets for documents. Saving files to discs and printing them out. Receiving messages via fax machine. Ironically, I still use file cabinets at home and save important files to CDs. What can

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    BOOK TRANSFERS CAN DELIVER EFFICIENCY

BOOK TRANSFERS CAN DELIVER EFFICIENCY

BOOK TRANSFERS CAN DELIVER EFFICIENCY Ins and outs for agencies when transferring a book of business By Eddie Riveiro In the hyper-busy world of independent agency mergers and acquisitions, transferring a book of business from one carrier partner to another can seem relatively small in size and impact. But a transfer is important because it can provide the agency with heightened efficiency and stability—a value-added result good for the agency,

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    THE IMPORTANCE OF THE CROSS-SELL

THE IMPORTANCE OF THE CROSS-SELL

Tactical Tech By Chris Paradiso THE IMPORTANCE OF THE CROSS-SELL A first look at building a strategy around the notion that relationships matter Conventional wisdom is that, on average, an agency will get 78% of its future profits from 22% of its existing clients. The numbers may be higher or lower due to COVID-19. For example, we have a niche in parcel delivery and, since COVID hit, our book of

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    THE BAD HABIT: ALWAYS ASSUMING THE WORST

THE BAD HABIT: ALWAYS ASSUMING THE WORST

Management by Coaching By Kimberly Paterson, CEC THE BAD HABIT: ALWAYS ASSUMING THE WORST Overcoming the destructive behavior that can end a promising career It was the weekly Zoom check-in for the project team, and Addison was already on her third coffee. Fifteen minutes into the agenda, it was obvious things weren’t going well and the project delivery date wasn’t going to be met. This was no surprise to Addison;

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