Billing friction has long been the nemesis of insurance agencies that rely on agency bill workflows. Between the administrative burden, fragmented payment experiences, and the endless back-and-forth over receivables, it’s no wonder producers often dread selling policies that involve anything but direct bill. But that’s changing—fast.
Producers face a sales environment that is fiercely competitive, time-consuming, and filled with complexity. The difference between average and exceptional isn’t always in knowledge or
Producers can no longer rely on quotes and relationships alone. Middle market prospects are increasingly skeptical of traditional insurance sales approaches. They’ve seen the same
In the fast-paced world of commercial insurance sales—especially within virtual or hybrid agencies—sales training isn’t optional; it’s essential. Yet many agency leaders overlook two of the most effective and accessible tools available to them: listening to recorded sales calls and consistent role play.
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
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.
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
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
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,
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
The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.
The challenge of recruiting and retaining top-producing talent has pushed many agency principals to rethink how they reward long-term performance and loyalty. One of the
As the commercial insurance industry continues to evolve, independent agencies face mounting pressure from large brokerages that have the financial horsepower and digital infrastructure to
As someone who trains commercial insurance producers nationwide, I’ve seen firsthand that remote success hinges not just on tools and workflows, but on people feeling heard, supported, and connected. This post explores the key strategies that agency leaders can use to build emotional connection and employee engagement in a remote insurance agency, using lessons drawn from real-world experience and thoughtful leadership.
Fleet safety is a growing concern for businesses that rely on commercial vehicles. With increasing insurance premiums, rising accident rates, and evolving regulatory requirements, companies must take proactive measures to
Producers aiming to build a sustainable book of business, adapting to new industry trends is critical. The traditional methods of networking, prospecting, and closing deals are no longer enough—producers must leverage personal branding, modern sales strategies, and a clear industry perspective to stay ahead of the competition.
Maximizing team performance is not just a goal—it’s a necessity. For insurance agencies to thrive, they need teams that are aligned, motivated, and capable of
Commercial insurance producers face a major challenge in sales: getting in front of decision-makers and converting prospects into long-term clients.
Insurance producers face increasing challenges in the commercial insurance space, and one of the most overlooked areas is contract review and risk management. Many producers
Sales has long been regarded as one of the most challenging yet rewarding professions. However, for many, it is often reduced to a numbers game,
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