Welcome

Mostly your business runs perfectly: your employees do their jobs, your customers buy from you, and you stay ahead of the competition. But every once in a while, something changes just enough so that the things you’ve always done are no longer working. Employees become less productive, sales decrease and your competitors cut their prices in order to attract your customers. How do you regain clarity, focus and direction when you feel like you’re no longer in control?

Or perhaps things are going well. Your company is growing quickly, and with that growth come challenges. You are faced with choices and opportunities. Do you expand into a new market? Expand your product offering? Form a strategic alliance? These are the decisions that will determine the long-term success of your firm. How do you make sure the path you’re about to take is the right one? It’s time to find a partner that will help you take charge of your company’s future.

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Latest News

  • Aligning Your Agency's Messages with Its Mission

    Take a look at the following insurance agency mission statement and see if you can identify what they have in common: [more]
  • 5 Trends That Will Impact Independent Agencies in 2019

    A new year is already unfolding, and with it, new opportunities are opening up for independent insurance agencies to differentiate themselves. These five trends are going to have an impact on insurance in 2019. Capitalize on them to make this your best year yet. [more]
  • 5 Ways to Use Technology to Cross-Sell Insurance Products

    With the recent Black Friday, everyone’s mind is on sales. But for an insurance agent, sales is a year-round concern. Your agency’s profits rely on strategies that generate steady sales. Few tactics are as effective as cross-sells. Not only does cross-selling give your agency’s income a boost, it also increases the satisfaction of client’s looking for greater personalization in their insurance agency’s offerings.  [more]

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