Search found 148 matches

by pageltd
Fri Feb 15, 2019 4:34 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60226

Re: Is the independent insurance agency channel healthy?

Maybe it would be better understood if I said REVIEW EVERYTHING and be underwriters. For real. That's what we're really doing, because practically speaking we do NOT re-quote everything. Why not? Because not everything can be re-quoted due to a variety of factors, including age of drivers, loss hist...
by pageltd
Fri Feb 15, 2019 4:05 pm
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60226

Re: Is the independent insurance agency channel healthy?

Regarding "REQUOTE EVERYTHING"... That will work for a little while, until one, or two, or all of your major carrier reps come into your office and show detailed reports about other agents in their territory within a 5 mile radius of your office, who have a higher quote / issue ratio, and...
by pageltd
Fri Feb 15, 2019 11:44 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 81665

Re: Your single biggest challenge right now?

Companies keeping the lines of communication open - its all webinars and email blasts. We (independent agents) represent too many companies to be able to read and retain it all. So frustrating to find out guidelines have been changed with nothing more than a electronic memo. Agreed. Communication i...
by pageltd
Wed Feb 13, 2019 2:22 pm
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 81665

Re: Your single biggest challenge right now?

You're welcome. Interestingly, a company rep commended me today for bringing concerns to the table. Being vocal with your companies isn't likely to make you instantly popular in the short term, but long term, it's apt to get some action. This kind of discussion, in my estimation (as well as the othe...
by pageltd
Wed Feb 13, 2019 11:43 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60226

Re: Is the independent insurance agency channel healthy?

When you have someone say this "We should have done this sooner!" about switching from GEICO to a local independent insurance agency, you know you're doing something right. And...these were not young people. Bottom line, I try to let people know in a way that won;t seem pushy. If you're ge...
by pageltd
Wed Feb 13, 2019 11:30 am
Forum: Opinions
Topic: Your single biggest challenge right now?
Replies: 23
Views: 81665

Re: Your single biggest challenge right now?

In short, companies and their systems. Spent a considerable part of the past two days trying to figure out a way to get a package policy issued. About to tear my hair out. Similar to your last post, I will give this some serious thought and get back with a meaningful reply. This is good stuff!
by pageltd
Wed Feb 13, 2019 11:26 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60226

Re: Is the independent insurance agency channel healthy?

Thoughts? Yes, many, many thoughts....which I will address separately, after I read and analyze thoroughly. This kind of dialogue is great for agents. Thanks for your reply!
by pageltd
Thu Jan 17, 2019 12:32 pm
Forum: Opinions
Topic: SAN of FL (SIAA), GreatFlorida (Franchise), or Pacific Crest
Replies: 2
Views: 21133

Re: SAN of FL (SIAA), GreatFlorida (Franchise), or Pacific Crest

Have you contacted either of these groups?
by pageltd
Thu Jan 17, 2019 12:27 pm
Forum: Opinions
Topic: Referral - consultant to start an insurance brokerage
Replies: 4
Views: 23104

Re: Referral - consultant to start an insurance brokerage

email me. i can help.
by pageltd
Thu Jan 17, 2019 12:26 pm
Forum: Opinions
Topic: 4 of the Best CRMs for Insurance Agents
Replies: 2
Views: 23134

Re: 4 of the Best CRMs for Insurance Agents

Btw, for the price they charge, it's very easy for me to ignore Salesforce and all the other high price software "solutions" out there.
by pageltd
Thu Jan 17, 2019 12:25 pm
Forum: Opinions
Topic: 4 of the Best CRMs for Insurance Agents
Replies: 2
Views: 23134

Re: 4 of the Best CRMs for Insurance Agents

There is an ACT! insurance solution that looks pretty slick. DM me if you're interested in more info.
by pageltd
Fri Jun 22, 2018 8:53 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184102

Re: Agency Management System

Is NASA owned by Vertafore? Would like to take another look at it. Get in touch with me
by pageltd
Sat Mar 03, 2018 11:34 am
Forum: Opinions
Topic: Independent Start Up
Replies: 17
Views: 26858

Re: Independent Start Up

Be creative. Find a niche that no one is writing and go for it. Find a Surplus Lines agent that is writing with a standard insurance company. Forget about auto insurance, too competitive. Align with another indepdndent agency, or with Smart Choice or SAN Group. Forget about any org helping to get yo...
by pageltd
Mon Nov 27, 2017 12:41 pm
Forum: Opinions
Topic: Yodle for Marketing?
Replies: 6
Views: 9505

Re: Yodle for Marketing?

Are you currently using online leads? If so, which ones? [/b] Oh, George...I have pissed away tens of thousands of my hard earned dollars on internet insurance leads...in my own state and other states as well. Not in the past four or five years, but prior to than, I was an admitted lead junkie, try...
by pageltd
Fri Nov 17, 2017 11:48 am
Forum: Opinions
Topic: Is the independent insurance agency channel healthy?
Replies: 24
Views: 60226

Re: Is the independent insurance agency channel healthy?

I think that part of the answer is in educating our customers on some of our benefits and some or the changes that have taken place on premiums i.e. Credit Scoring. I recently lost a policy holder I've known since before I became an agent 37 years ago. Several years ago I replaced his Farmers polic...