Recent Blog Posts

Day: April 15, 2021

Stop Comparing Yourselves!

April 15, 2021

Look, if you want to build a culture of sales in your organization with high-performing producers and excellent account managers, there’s something you need to

Streamlining Commercial Insurance Submissions with AI and Smart Intake Workflows – A Conversation with Sembley

May 15, 2025

Time is one of the most valuable resources an agency has—and ironically, it’s also one of the most frequently wasted. Producers and account managers often spend countless hours on tasks that don’t directly drive revenue: chasing down clients for missing information, filling out repetitive forms, and manually inputting data into

Mastering Communication Frameworks for Virtual Insurance Teams: Tools, Protocols, and Best Practices for Remote Efficiency

May 15, 2025

The insurance industry is evolving. As virtual agencies become more prevalent and the remote workforce continues to expand, one element stands out as the glue that holds everything together: communication. For agencies trying to deliver exceptional service, maintain high retention rates, and grow their book of business, communication efficiency in remote insurance operations is no longer optional—it’s essential.

In this post, we’ll walk through a proven communication framework that works for remote insurance teams. We’ll cover everything from setting expectations to choosing the right communication tools, crafting a unified language, and implementing a playbook that keeps everyone aligned and productive.

Cracking the Code on Producer Compensation and Equity: Building Scalable, Profitable Insurance Agencies – A Conversation with Colby Allen

May 13, 2025

When it comes to building a successful commercial insurance agency, few topics are as polarizing—or as poorly understood—as producer compensation and equity. Whether you’re recruiting new producers or trying to retain the rainmakers already on your team, how you handle compensation can either fuel your growth or frustrate it. But

Proven Strategies for Building a Strong Remote Team: Using Job Descriptions, KPIs, and Core Values to Drive Accountability and Growth

May 7, 2025

As commercial insurance agencies scale, especially in the middle-market space, the producer mindset that got the business off the ground often becomes the very thing that holds it back. Most agency owners start out as salespeople—laser-focused on closing deals, not writing job descriptions. But when your team starts to grow,

From High Deductible Workers’ Comp to Scalable Growth: How Insurance Agency Can Leverage Alternative Risk, Virtual Teams, and Marketing Automation – A Conversation with Eric Stein

May 7, 2025

The commercial insurance industry is undergoing a transformation, especially for agencies working in the middle market. As traditional models face increasing pressure from rate hikes, market consolidation, and technology shifts, savvy agency owners and producers are finding new ways to grow, scale, and protect their margins. Three key strategies are

Aligning Remote Workforce Productivity with Core Values: A KPI-Driven Strategy for Insurance Agencies

May 1, 2025

The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote work has opened new doors for talent acquisition and operational flexibility, it has also exposed a glaring weakness in many agencies: the lack of a