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Four Factors in Dealing with Client Conflict

Throughout my career I’ve been on both sides of the service provider/client relationship. In that time, I’ve seen a lot of conflict. Even the strongest of business relationships will have issues from time to time. Insurance agency owners spend the majority of their...

Fortune Favors The Brave

Life is full of hard decisions. It’s what makes it interesting. I often look back at my life and think what would have happened if I went the other way, if I chose the other path. I’ve always tried to follow the mantra of making it hard for myself. Throwing oneself...

Five Tips For Reacting to Insurance Industry Changes

Changes like the ones we’re seeing in group benefit lines at the moment have a huge effect on agencies. The ones that have failed to react to the changes, or waited for the Supreme Court decision to think about it, are now at a significant disadvantage. Those agencies...

Five Greatest Challenges in an Agency Sale

The sale of an insurance agency is not the most difficult task. We think we have a process that makes things as easy as possible. Our goal is to transfer the difficult tasks away from the agency owner and to assume those responsibilities. We always start the process...