Growing Your Property Casualty Agency

12 Survival Suggestions for Today’s Independent Agent

To survive, think backwards. Consider what you shouldn’t do before contemplating what you should, as avoiding negative acts improves your agency’s health. Don’t just promote from within. As important as it is to have a career path for your staff, …

Evaluate and Share Your Sales Successes and Failures

The “typical” P/C producer’s life is packed with sales drama. It features climactic successes and failures mixed in with routine yesses and noes. You can accept these ups and downs as business as usual or you can use sales history …

Encourage Your Inexperienced Agent to Find a ‘Production Peer’

Inexperienced P/C producers frequently feel that they are working alone, lost in a sea of expectations. Their response, especially if they are young, is often to redouble their online activity. But today’s impersonal methods of contact are both a blessing …

What’s On Your Agency’s Survival To-Do List for 2014?

It’s easy to imagine that your agency will stay in business for as long as you want, but in reality, commercial endurance is about action, not wishful thinking. To persevere in today’s competitive insurance marketplace, every independent agency must create …

8 Ways to Organically Grow Your Independent Agency

Organic produce is popular. Free-range chicken is chic. So, why not get trendy and organically grow your agency? Naturally, inorganic growth is faster because it involves the buying of agencies, hiring producers with books of business, and other speedy volume …

10 Ways to Help Producers to Promote Their Own Identity

Non-owner P/C producers help drive the independent agency system. They account for a significant share of the commercial lines business written through this channel. Yet too often, these employees must find their own path in the dark forest of sales …

50 Ways to Market Personal Lines Insurance

With apologies to Paul Simon’s classic song, there must be at least 50 ways to promote personal lines policies. Below is my list. I stopped at 50 due to the song, so if you wanted more, it’s Paul’s fault, not …

Set Production-Driven Goals For Personal Lines CSRs

Running a successful independent agency is a multi-faceted job. It’s a difficult balancing act that demands creating a constant flow of new business, while keeping insureds, employees and carriers reasonably happy. To accomplish this, principals can’t focus solely on production …

How Independent Agents Can Use Print Ads in Today’s Digital World

The primary purpose of an independent agent is to sell insurance. Nowhere in agency contracts does it mention that marketing and sales must be performed exclusively via social media. That’s a good thing, because if you go this route, you’ll …

Sharkproof II: Retention through investment

Shark proof In part one of this series, we defined a shark as the kind of producer you don’t want anywhere near your clients. Sharks are experienced professionals who know the business, and are experts at breaking relationships. The 3 …

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