Articles by Tony Caldwell

Caldwell is an author, speaker and CEO of One Agents Alliance, an alliance of 185 independent insurance agents in Oklahoma, Arkansas, Kansas and California.

4 Rules to Guide Continued Agency Success and Growth

Very early in my career as an insurance producer with a commercial insurance agency, I had the opportunity to hear a speech by the famous sales coach Roger Sitkins. Though I don’t remember everything Roger talked about in his presentation, …

Getting Unstuck: Self Examination for Agency Owners to Fuel Momentum and Growth

Every business hits one or more plateaus during its development. This is normal, natural, and predictable. What once worked no longer works — at least as well as it used to work. I call this getting “stuck” because like a …

A SWOT of the Independent Agency Industry

As you read this you are probably finishing up planning for 2023 (or thinking, “Yikes, I need to get started!”). If you’re like me, this is not your favorite thing to do. Our industry tends to attract doers rather than …

Winning Customers by Meeting Them on Their Level

About 25 years ago I had a friend who wanted to run for my seat in the Oklahoma House of Representatives. My advice to him was that he should try to convince as many potential opponents as he could not …

A 12 Step Program for Exploding Agency Growth

We all want to grow smarter, stronger and faster, whether in life or in work. Agency owners are no different. Every agency owner I have ever spoken with is growth oriented. So, why is it most insurance agencies only grow …

The Path to Growth for Smaller Agencies: Hire Producers Or Acquire Agencies?

I know a thing or two about helping agencies grow. In fact, I’ve helped hundreds of entrepreneurs create independent insurance agencies. From this experience, I’ve learned growth is a fairly straightforward proposition — at least from the early days up …

When It Comes Time to Sell, Don’t Make Your Agency a ‘Project’

You may know the familiar adage from the real estate world that says new kitchens and bathrooms sell houses. Yet that’s only partially true. The deciding factor that determines which houses receive multiple offers and sell quickly vs. those that …

Making Financial Statements Work for You with 3 Key Questions

Every minute of the day in 2020, Google conducted 5.7 million searches, Twitter saw 575,000 tweets, Facebook logged 44 million views and TikTok users watched a whopping 167 million videos, according to research from cloud-based operating system DOMO. We are …

Turning the Great Retirement on Its Head: Look to Hire the Retired

One of the biggest challenges for independent agency owners today is recruiting and retaining talent. A variety of surveys taken pre-pandemic indicated that most of the industry workforce would be age-eligible for retirement within this decade. Over the last several …

My Story of Failure: Moving Forward by Looking Back

It comes upon you suddenly, and without warning. Fear. The kind of fear that strikes you physically like electricity running through your body. You resist the urge to be physically ill. Death would seem merciful, but this isn’t going to …