New Client Onboarding
Do you have a process for onboarding new clients?
Posts by:
Amanda Yaniz
Amanda Yaniz is the Director of Marketing at Chicagoland SIA, where she helps independent insurance agencies grow through strategic branding, education, and clear communication. With a degree in fine arts and literature, she brings a creative perspective to the insurance industry. Outside of work, Amanda enjoys crafting, crocheting, reading, and creating art.
Making the switch from captive to independent
While switching from a captive to an independent insurance agency does not technically make you a “new agent” in the traditional sense of the term, it can feel like a fresh start. While you have the advantage of industry knowledge based on your previous work in insurance there are several differences and challenges that will need to be overcome.
Are you selling on value?
Albert Einstein said, “Strive not to be a success, but rather to be of value.”