You hear it all the time when you ask how someone is. “I’m so busy!” Those of you who know me know that I HATE the word busy. It’s the worst! You can yell and swear at me and it’s still not as offensive as the word “busy”. However, what everyone is trying to say […]
[06 Mar] How Is Your Vision?
How is your vision? Do you ever feel like you’re running fast and hard, yet you’re not clear on where the finish line is? Does your team have a clear vision of what their personal as well as overall agency success looks like? A clear vision of success will help your team know where you […]
Working with so many insurance agencies across the United States and Canada provides the opportunity for me to learn about a variety of really positive ways agencies are growing their businesses and servicing their clients. Part of our agency assessment is spending time in one-on-one discussions with the team and observing their regular routine. It […]
Is your agency struggling with price sensitive clients? We probably all are to some degree. However, there are some items we can all do to convert price into value at every desk in an agency. It’s a great time to evaluate if we are adding gasoline to the fire or bringing the water to the […]
On this episode of The Ridiculously Amazing Insurance Podcast, Kelly, Dave, and Scott discuss the dynamics of family-based businesses, particularly insurance agencies. We are in the midst of the transitions from one generation to the next, and while there are benefits to this “continuing the family business” model, it is also filled with unique challenges. […]
[12 Feb] The Leader’s Attitude
Every person calling your agency deserves an excellent customer experience; and the attitude of the person answering the phone will set the course of each call in the right direction or not. A definition of the word ‘Attitude’ is: a settled way of thinking or feeling about something, typically one that is reflected in a […]