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Management

    CLOSING THE GAP

CLOSING THE GAP

Professional Development CLOSING THE GAP Westfield Insurance podcast discusses issues and challenges that agencies face By Christopher W. Cook Premiering on June 18, 2018, Closing the Gap, a weekly podcast produced by Westfield Insurance, focuses on independent agents and agency owners. “We bring forward many of the resources that we have from our work in and around the industry and share them and expert advice to help independent agencies and

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    SEARCHING FOR THE “NEW NORMAL”

SEARCHING FOR THE “NEW NORMAL”

Customer Service Focus By Mary LaPorte, CPCU, CIC, LIC, CPIA, AINS SEARCHING FOR THE “NEW NORMAL” Surprise! E&O did not go away Writing this, I cannot help but reflect on the amount of change agencies have had to deal with since first hearing about COVID-19. Initially, we had to face the hard reality of offices closing their doors and employees being required to “stay at home.” While some agencies had

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    FOCUSING IN ON VIDEO

FOCUSING IN ON VIDEO

Tactical Tech By Chris Paradiso FOCUSING IN ON VIDEO How to effectively market your business in a post-pandemic world Unless you’re FedEx or Amazon, there’s a pretty good chance the pandemic has or could have impacted your business in a less-than-positive way. Whether you provide services online or in person, I trust you were able to quickly adapt your agency’s brand to respond to a more digital and socially distant

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    INDUSTRY PRACTICE GROUPS

INDUSTRY PRACTICE GROUPS

Beyond Insurance By F. Scott Addis, CPCU, CRA, TRA, ASA, and Carolyn Smith, TRA INDUSTRY PRACTICE GROUPS Ten steps to set up a functioning, effective niche-focused group A functioning and effective IPG is responsible for strategy, marketing, communication, data, work process, risk management solutions, … and profitability within the industry niche. What are Industry Practice Groups (IPGs)? Quite simply, they consist of a number of individuals who band together to

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    AGENCY OPERATIONS MANAGEMENT

AGENCY OPERATIONS MANAGEMENT

Inside Matters By Mary M. Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW AGENCY OPERATIONS MANAGEMENT The time to formalize the function is now To ensure the best results, insurance agencies, like all businesses, require “360-degree” management of sales, financial, and operational components. All are interdependent—and none is more important than another. It doesn’t matter who has responsibility for each; all must be addressed. Due in large part to the evolution

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