Agency Annual Plan

Agency Annual Plan

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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...

ReThinking Conferencing, We’re Going to DC

SHIFT-ton – noun. A unit of measurement used to weigh the reasons you should attend Q4Live. Let me cut to the chase. This post is about encouraging you to join us for our next networking conference, Q...

What Behaviors Great Leaders Avoid

The saying goes “People don’t leave their jobs. They leave their bosses.” A survey given by BambooHR affirms that saying—44% of people said their boss was the primary reason for leaving their job. The...

Five Principles of Design and Why You Should Care

Whether you’re running a one-person or 1,000-person company, you’ve got a brand. And all brands need to be maintained and protected to do their job. With the importance of social media and digital mar...

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

Five Flaws of a Commoditized Approach

In a recent blog post, we discussed the need to move away from a commoditized approach to one that is more consultative. Now, I want to dive into five flaws of the commoditized approach that makes thi...

Whose Interests Does Your Agency Serve?

“The competitor to be feared is one who never bothers about you at all, but who goes on making his own business better all the time.” - Henry Ford That has long been one of our favorite quotes. It's t...

Is Your Business Model Accidental or Intentional?

Ours is an accidental industry in many ways. Most of us end up in the industry unintentionally; very few grew up with the goal and aspiration of getting into insurance. Yet, once we discover the indus...

Tell Me a Story: Your Story

You’ve known this since you were a kid—stories are powerful. They make ideas and experiences relatable, understandable, and reassuring. Perhaps the greatest source of power for stories, though, is tha...

Business Blog

Cultivate a Culture of Peer Recognition

Employee recognition is essential – true, but what about peer recognition? Too many organizations rely on recognition to flow downwards, trusting their managers will see their employees’ accomplishmen...

Why (and How) You Should Care About Employee Health

The month of May, deemed Global Employee Health and Fitness Month (GEHFM), is a time to observe how the benefits of health and a healthy workplace make a difference in employers' and employees' lives....

Be A Self-Aware Leader in the Face of Stress

We've all felt the pressure of heavy deadlines and important projects pulling our attention in too many directions. An entirely stress-free workplace doesn't exist, so how do we set our organizations ...

Tips and Tools for Hybrid Work

Many people have settled into the new remote work routine and have created a balance between work and personal life—especially during the pandemic. Now that 46% of US companies continue to allow remot...

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