Agency Annual Plan

Agency Annual Plan

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7 Cultural Improvements That Increase Sales Results

Sales results are often a point of contention for organizations, benefits agencies in particular. New business goals are usually the result of producing a number that will make the accounting departme...

Embrace Insurance Agency Marketing

Begin educating buyers through marketing activities well before the sales meeting ever happens, and your sales improve. It’s a simple idea. Getting marketing right? Not so simple. Good marketing requi...

Get Your Marketing and Messaging on Track

Developing powerful messaging can be one of the toughest challenges businesses face in marketing and branding. You do so much, and you know it all, but how do you convey your organization’s value to y...

Make Your Company Irresistible

The pandemic changed the face and the culture of business. Along with this, hiring practices and office cultures were flipped on their ears. Employers must find ways to attract new hires and keep thei...

Marketing Annual Plan 2022

Marketing Annual Plan

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Insurance Agency Q&A

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Producer Annual Plan 2022

Producer Annual Plan

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Industry Blog

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...

Successful Investments Require Both Your Checkbook and Calendar

Running a business is more complex and complicated than ever before. Business owners everywhere are being challenged to invest in new resources at an unprecedented pace. This reality is especially tru...

Agency and Industry Success - Young is the New Old

Which of the following best describes our industry? Young, energized, exciting, and innovative OR old, tired, boring, and predictable? I'm PRETTY sure which you chose. 😏 After all, the average age of...

Want to Effectively Manage Your Revenue? Go All-in with Data Tracking

Revenue management is arguably the most important job a company leader has. Without insight into the pipeline for future revenue, leaders cannot make projections and decisions. And without a technolog...

Business Blog

Why You Need to Understand Branding vs. Marketing

Quick, a pop quiz. Are branding and marketing the same thing? If you answered yes, think again. They’re not the same. In fact, the difference is crucial to understand if you want your business to grow...

How to Integrate and Lead Your Generation Z Employees

The workforce is changing rapidly– Baby Boomers are passing the torch to Generation X, Millennials are growing their skillsets and confidence, and Generation Z is entering the workforce. Now employers...

Too Many Meetings: How to Meet With Intention and Purpose

Meetings are an important and necessary part of working in a team environment. But if you find yourself staring at the calendar and gritting your teeth at the number of meetings scheduled, you have cr...

5 Keys to Changing Your Company Culture

Is your company culture falling short of your original vision? Do you wish your organization was more exciting to current staff and enticing for future employees?  Maybe you should do a little culture...

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