Q4Live '23 | San Diego
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Agency Annual Plan

Let's Have a (Work) Theme Party!

Who doesn’t love a good theme party? Disco night, glow in the dark, superhero, masquerade, pick your favorite! If you’re not the one organizing it, you probably have a friend who is enthusiastically r...

Not Training Your Team? Shame on You

What would your advice be to a business owner given the following circumstances? Their business model has a disproportionate amount of dependence on their salespeople (Not only do they depend on the s...

Time Management? Try Energy Management

Have you ever heard of the spoons theory? Though it is popular among people with chronic illnesses, such as arthritis or multiple sclerosis, it can apply to anyone. With the spoon theory, energy is re...

Team-Building Activities to Engage Remote Workers

With the growing popularity of remote and hybrid work, leaders need to understand how remote work can affect team building and learn about activities that can strengthen relationships. Leaders must cr...

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Marketing Annual Plan

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Insurance Agency Q&A

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Producer Annual Plan


Industry Blog

Wanna Start a New Business?

Kevin Trokey September 20, 2022

Agency Development

Let's imagine for a moment that you were going to start a new business. How would you design your new business model? Well, it can be whatever you want. You'll have a fresh start, a clean slate, and t...

Differentiated Value is the Result of Being Different

One of insurance and benefits agencies' great challenges is overcoming the perception and stereotype that "all agencies/brokers are the same." Unfortunately, most agencies do nothing but reinforce thi...

Prospecting and Marketing Go Hand in Hand

This article was originally published here and has been edited to include needed and updated information.  Insurance agency growth is dependent on the marketing + prospecting combination. And we’re no...

Soapbox Rant: Commissions and Evil Intent

WARNING: just a heads up on this week’s blog. It may be slightly more raw and less polished than what you usually find from us in your Monday morning inbox. Additionally, this is less of our typical b...

Business Blog

5 Employee Benefits Trends to Watch in 2023

Soon, it will be 2023, and with it comes deciding on employee benefits that not only help you attract new employees but retain your current ones. Your peers and colleagues are keeping this top of mind...

What is Leftover Toxicity, and Why Should You Care?

A toxic work environment can hit any business with lethal force, driving up turnover rates, reducing productivity, and damaging reputation. Despite our best effort, toxic behaviors can often creep int...

Make Your Customers Happy With a Stress-Free Customer Experience

Whether you're a B2B or B2C company, you've got customers and an audience. And it's their happiness, satisfaction, and loyalty that will ensure your long-term success. You've got a great product they ...

What To Do About Quiet Quitting

"Quiet quitting" is the hottest new buzzword and trend. You see articles written about how more and more employees are quietly quitting and how employers are concerned about this "new trend" and its e...

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