Our Personal Articles Floater: Insuring Your Clients’ Valuables

Whether your customer is looking to insure one item like an engagement ring or has an extensivecollection of jewelry, fine art, silverware, coins, or wine, providing comprehensive coverage is fastand efficient with our Personal Articles Floater. ISC company Abacus, which created the product15 years ago, enables insurance brokers to transact in real time on its…

Read More

Insurance Sales Training

Talent has become even tougher to come by in our industry as more individuals have made career changes post pandemic, coupled with baby boomers’ retiring and exiting the business. Getting the next generation of producers and account managers/customer service reps is critical to an insurance agency’s success. Whether recruiting for new talent or looking in-house,…

Read More

How to Run a Successful B2B Email Marketing Campaign

With so many digital platforms emerging in 2023, it can feel overwhelming to keep up with digital marketing. How does an insurance agency prioritize its resources, and which digital marketing efforts are truly worth the investment? Despite the rise of social platforms TikTok and Instagram, small businesses can rest easy knowing that email marketing is…

Read More

Excess Liability: Construction, Trucking, Petroleum

In a previous article, we discussed the need for clients to carry Excess Liability insurance. Social inflation, driven by third-party litigation funding, tort reform rollbacks, and the propensity among the public to sue and its distrust of companies, has prompted large settlements and jury awards. According to Swiss Re analysis, between 2014 and 2021, the…

Read More

The Importance of Cybersecurity

As insurance professionals, we always talk to our clients about the need for Cyber Liability insurance. News about the rise in ransomware, business email compromise (BEC), data breaches, and other sophisticated cyberattacks is continuously front and center. A cyberattack or network interruption can be devastating for an organization. Concerns about financial liability from these massive…

Read More

Why You Need a Responsive and ADA-Compliant Website

It’s a new year and time to look closely at your insurance agency website. If you haven’t reviewed, updated, or completely reworked your website in several years, it’s long overdue. Unfortunately, you could be losing out on today’s mobile consumer and in jeopardy of not complying with design standards required by the Americans with Disabilities…

Read More

Restaurant, Bar, Tavern and Nightclub: 2023 Outlook

Over the last several years, the restaurant, bar, tavern, and nightclub (RBTN) industry has experienced and weathered several challenges, beginning with the pandemic in 2020. “Innovating” and “pivoting” became part of the industry’s vernacular as it expanded outdoor dining with heat lamps, tents, igloo structures, and other fixtures to accommodate social-distancing mandates. Cities across the…

Read More

Utilizing Apps for Optimum Productivity

An abundance of apps exists to help streamline workflow and productivity. Everything from Asana to Slack, Hive, Basecamp, Evernote, Trello, Todolist, Google Workspace, Expensify, Evernote, and many other apps is available for your staff. If your team, however, ends up bogged down by app overload, your objective for greater productivity won’t be achieved. Studies, in…

Read More

Strategic Planning for Business in 2023

If you haven’t established a road map for agency growth for 2023, it’s time to put pen to paper and make a plan. There are the usual things to consider, along with some additional items that will play a role in your strategic planning. Let’s review some of them. Know Your Vision Document your vision…

Read More

Best Locations for Events in 2023

If you’re planning in-person seminars, workshops, or a conference for your clients or even a company-wide meeting for everyone to get together and brainstorm, here are several locations to consider for 2023: Orlando, Florida – Always a draw, Orlando provides an opportunity for customers and employees to escape the cold for a few days while getting…

Read More