Chicagoland SIA Blog

Retention = Profit: 5 High-Touch Habits to Lift Retention (& Revenue)

Research consistently shows that even a small increase in client retention, as little as 5 percent, can drive profit growth of 25 to 95 percent. Renewal dollars often provide a much higher return than new-business dollars, especially when you consider the marketing spend and staff time required to bring in new clients. A practical, relationship-first retention strategy remains one of the most efficient and reliable ways to grow your agency.

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Mid-Year Check-In: Is Your Agency on Track with 2025 Goals?

Practical ways to measure progress and recalibrate heading into Q3

June marks the halfway point of the year and with it comes a built-in opportunity to pause, reflect, and adjust. For independent insurance agencies, this is the perfect time to evaluate progress toward your 2025 goals and make small but strategic changes that can position you for a strong finish.

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The KPIs That Drive Growth for Independent Insurance Agencies

For independent insurance agencies, growth isn’t just about selling more. It’s about understanding how your agency is performing across key areas and using that data to make smarter business decisions. Key Performance Indicators (KPIs) are essential for tracking progress, identifying opportunities, and staying aligned with both short-term goals and long-term vision.

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An older businessman sharing his vision with his team at a meeting

From Solo to CEO: Mastering Delegation in Your Agency

Many independent insurance agencies start as one- or two-person operations, where the owner handles everything from sales and marketing to customer service and administrative tasks. As the agency grows, hiring additional staff becomes necessary to maintain efficiency and continue scaling. However, many agency owners struggle with delegation, often holding onto tasks that could be effectively handled by their team.

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