A new e-book and online resource guide created by a trio of insurance agency executives, including Tony Caldwell, CEO of the Oklahoma-based agency network One Agents Alliance, aims to provide independent insurance agents across the country with steps and actions to protect their businesses now and uncover new opportunities to power their growth beyond the current COVID-19 crisis.
The e-book, COVID-Proof Your Agency: Simple Steps and Powerful Actions to Protect Your Business and Power Your Growth Beyond Crisis, was co-authored by Caldwell; Matt Masiello, CEO of the national agency network organization SIAA; and Eric Blew, president of Pennsylvania Insurance Alliance and an agency principal of Arbor Insurance Group, located in Allentown, Pennsylvania. It describes how to take an agency virtual and how to plan, prepare and manage an agency to minimize disruption, avoid loss of income and prepare for the future during the crisis. At the end of each chapter, readers will find actions the authors believe are most important to take now to ensure success.
According to the authors, the online resource guide (https://covidproofyouragency.com/) features a comprehensive library of resources for independent agencies:
- Planning tools like a SWOT worksheet, agency growth accelerator tool, business continuity preparedness, and a digital agency scorecard.
- Remote work resources like tips for working at home and a guide to managing remote employees
- Practical tools like the Scary Times Manual, the Coronavirus Emergency Loans Small Business Guide and Checklist from the U.S. Chamber of Commerce
A PDF of the e-book is downloadable for all agencies to access.
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