Posts about:
When your agency only has a few people, every team member matters. If someone leaves, it's not just a hiring headache, it can mean lost clients, missed opportunities, and months of rebuilding. But keeping great people isn't only about offering bigger paychecks. For small agencies, loyalty often comes from flexibility, growth, and simply feeling appreciated.
Hiring in a small agency isn’t just time-consuming. It can feel downright personal. You’re bringing someone into your daily routine, your client relationships, and your reputation. And when you’re already wearing ten hats, the hiring process can quickly become overwhelming.
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.
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.
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.
As an independent insurance agency, building a strong portfolio of loyal clients is vital to your long-term success. While attracting new clients is important, retaining the ones you already have is just as, if not more, crucial. Client retention doesn’t happen by chance—it’s a result of strategic efforts and consistent relationship-building. Here are some proven strategies to help independent agencies strengthen client retention and boost overall growth.
When a large claim occurs, independent insurance agents are crucial in guiding their clients through what can be a stressful and confusing process. Providing the right support and avoiding missteps can make a huge difference in how smoothly the claim is handled and how satisfied the client feels afterward. Below is a guide outlining what to do and what not to do as an independent insurance agent during a large claim.
As an independent insurance agent, landing a large client that makes up more than 30-50% of your revenue can feel like a major win. After all, you've worked hard to secure that account, and the profits are flowing. But what happens if you lose that client?
As an independent insurance agent, you understand the importance of offering tailored solutions to your clients, especially those in niche markets. These clients rely on your expertise to secure the best possible coverage for their unique needs. However, relying on a single insurance carrier to provide this coverage can expose both you and your clients to significant risks.
Time management is crucial for independent insurance agents, especially when juggling multiple roles and responsibilities within a small team. Efficiently managing your time can lead to increased productivity, reduced stress, and better client service. Here are some practical time management strategies and tools to help you stay organized and make the most out of your busy day.
