Chicagoland SIA Blog

How many different login credentials do you use every day? If you are like most people, you have several accounts for your online banking, email, subscriptions, online shopping and other sites. And these are just in your personal life. Chances are, you have a number of passwords you use each day for business as well.

Do you feel like your insurance agency has grown stagnant? An agency must grow to survive and growth requires change. Growth won’t happen if you continue to do things the same way you’ve always done them. Change is sometimes hard, but often results in the growth necessary to keep your agency thriving.

If you’re like most Americans, you have amassed quite the collection of financial documents, including receipts, invoices, pay stubs, bank statements, utility bills and old tax returns. Most can be tossed after a certain period of time. But there are some things that you’ll want to consider keeping forever. Here are some of them:

An insurance producer is hired to find new prospects for an insurance agency and turn those prospects into clients by convincing them to purchase an insurance policy. He or she may be designated as an employee or as an independent contractor. There have been legal rulings both ways as to the proper classification of insurance agents/producers. Does it matter which classification you choose? It does matter. Here is why.

Do your insurance agency employees have job descriptions and titles? They should! It can help to clarify potential issues as your agency grows and you expand your staff. Let’s look at how to start this process.