Things have changed in insurance with the advent of inbound lead generation. We previously hired producers to go hunt and kill new business. The service team took care of them, and the sales team brought them to the door. Those were the days of cold calling, liquid lunches and car phones. I’m not saying the […]
We just got done with the holidays, and, at least for my family, it was a great reminder of how complicated family relationships really are. When you couple a family relationship with business, you can see how there may be some landmines out there just waiting to be triggered. Family based businesses provide legacy, reliable […]
On this episode of the podcast, Kelly celebrates 2020, the roaring twenties, being a new decade for your insurance agency and the components of agency branding that are an important opportunity. As we start the new year, a new month, a new decade, Kelly shares her travel schedule including the insurance agencies she’ll be visiting, […]
Can you believe that we are entering a new decade? When I was a kid thinking about 2020, I thought we would all be in Jetson-style flying cars — but we have hope for driverless cars instead. As you take time to reflect on this year and plan for next year, we wanted to give […]
One of the biggest questions every agency needs to answer in 2020 is, “Who is our target demographic?”. You need to follow that up with figuring out how you can serve them better than anyone else and then communicating that to them. In my travels, I hear all too often, “We are a small town, […]
As an avid fan of cross selling, I wanted to create the be-all and end-all definitive guide for cross selling a monoline account for every single role and comfort zone in the agency. This blog can serve as your go-to for all cross selling scenarios. If anything in here seems awkward, please leave comments. We […]
