Two years removed from the start of the pandemic and the global economy continues to face a wealth of uncertainty. Rising interest rates and continued inflationary pressure threaten nearly every sector. In the insurance business, challenges abound as agents navigate an ongoing hard market and shrinking capacity.

As an independent agent, you have the combined superpowers of ease, choice and advice. While your daily to-do list can make your super-powers feel mundane, a coverage consultation with you could be the most important conversation of someone’s life!

In 2013 Insurance Journal surveyed a number of independent insurance agents about their formal business plans. Just 15 percent of respondents said they had a formal plan for the growth of their agency.

Here are some signs, in an honest moment, you may see that tell you it’s time to sell.

Sales and Marketing:

Thinking Outside the Box to Achieve Breakthrough Results for Your Agency

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When it comes to tracking, managing, and reporting data, each agency, company or individual will have their own priorities. Whether you’re tracking Premium totals, retention, new business, umbrella, or BOP, all agencies can benefit from two things: Data Integrity and Data security.

Independent agency owner Todd Shafer spent decades training insurance agents and developing his own customer management system, but when he decided to launch an independent agency, he knew he needed help.

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...

Stand-out marketing suggestions from Smart Choice agency partners through the years.

The article presents 12 marketing and sales strategies to boost business in the latter half of 2023, including holding an open house, developing lead flows, networking, following up on leads, writing thank you notes, implementing a referral program, hosting workshops, using email marketing, scheduling annual customer reviews, taking training courses, engaging in the community, and conducting employee reviews.