CEO Letter: Helping Independent Insurance Agents Reach Their Goals through Solid Planning and Support

Helping Independent Insurance Agents Reach Their Goals through Solid Planning and Support

Everyone has different visions of what they want from life and how they want to spend their careers. In talking with many of our agents we’ve found how vastly different everyone’s visions of their agency’s futures truly are – some want to reach a certain level and remain there because they prefer to handle each and every transaction for their cherished customers themselves. Others dream of expansion through acquisition and other means.

Whether you’re in the very beginning stages and looking to start your own agency, or increase the size of your book of business, expand through acquisition, or planning to sell and retire, you should never approach any new goal without a solid plan of attack. Luckily, a reliable partnership with Smart Choice can help ease your way and assist you in putting your plans into action for achievable results.

In this issue we’ve focused on helping you delve into the planning process to reach your goals in the coming year – from data analysis to financial assistance, and beyond, there is solid advice from a number of different contributors to help you along the way.

One thing we’ve remained committed to at Smart Choice since the very beginning, is ensuring that agents have the independence and support they need to reach whatever goals they set for themselves. By providing the right carrier access and product training from our home office and state reps, we’ve enabled many agents to make the formidable and often intimidating transition from captive to independent and help agencies of all sizes take the next step in their journeys.

Whether you’re in that captive group, or simply working in the insurance industry, and want to open your own business, the team we have at Smart Choice are experts at helping agents every step of the process. Our goal is to offer solid advice on everything from the basics of running a business to helping you negotiate with and access top carrier partners.

Our own internal planning has always revolved around the singular goal of expanding the independent agency marketplace because we truly believe it’s the best model for both agents and consumers. Each and every day, the job we choose to do directly touches and affects people in a very real way. We can be a lifeline to our customers if we commit to running our agencies in a thoughtful and meaningful way – and that starts with being intentional about our strategies and results through solid planning!