Recent Blog Posts

Day: June 28, 2024

Selling for and Against PEOs and Payroll Companies

June 28, 2024

The landscape of commercial insurance is evolving, and one area that has garnered significant interest is the utilization of Professional Employer Organizations (PEOs) and payroll

How Supply Chain Disruptions and Cyber Risks are Transforming Business Insurance in 2024 – A Conversation With Zane Goldthorp

October 21, 2024

In 2024, businesses face a rapidly evolving risk landscape where supply chain disruptions and cyber threats have become critical concerns. These threats, including ransomware, invoice manipulation, and dependent business interruption, are not only more prevalent but are also more costly than ever before, making Business Insurance a crucial consideration for

Mastering Cyber Risk: Key Insights for Commercial Insurance Producers – A Conversation with Michael Phillips

October 16, 2024

Cyber risks are at the forefront of every business leader’s mind. As more companies digitize their operations, the threat landscape expands, creating a critical need for comprehensive cyber insurance. For commercial insurance producers, the growing demand for cyber protection offers both a responsibility and an opportunity. This post dives deep

Winning Middle Market Accounts with OSHA Compliance and Risk Management Strategies

October 8, 2024

In middle market insurance, agents must go beyond quoting policies by offering expert Risk Management solutions to truly stand out. It demands a unique approach that delivers value beyond the typical insurance products.Focusing on OSHA compliance, safety management, and workers’ comp helps agents become essential partners for their clients. In

Boosting Commercial Insurance Sales with Retargeting, Video Proposals, and Content Marketing

October 4, 2024

The commercial insurance landscape is competitive, and converting cold traffic into leads—and eventually closed deals—is often a major challenge for producers. Traditional sales techniques still play a vital role, but the introduction of digital marketing strategies such as retargeting, video proposals, and content marketing has revolutionized how we attract and

Mastering Fourth Quarter Success: Strategic Planning, Pipeline Management, and Sales Execution for Middle-Market Insurance Producers

October 2, 2024

As the fourth quarter approaches, middle-market insurance producers face a crucial period that can either lead to a strong finish or leave them struggling to meet year-end goals. Beyond closing out the year, Q4 offers a chance to set up for a strong start in early 2025. By focusing on

Mastering Growth: Transparency, Leadership, and Taking Risks in the Insurance Industry – A Conversation with Aron Robertson

September 30, 2024

In the competitive world of commercial insurance, standing out and mastering growth isn’t easy. But by focusing on growth, leadership, and transparency, even smaller agencies can thrive in a landscape dominated by larger players. In this post, we’ll explore key lessons in overcoming obstacles and scaling an insurance business, drawing