Diversify. Focus. Offer more services and products. Concentrate on your core business value. When it comes to premium financing, the business advice seems conflicting. But there’s a third option: outsource your premium financing. While... (Read More)

If you own or manage a financial services business, you know there’s rarely a dull moment in your week. Financial services is an exciting industry with incredible professionals, but it requires diligence, planning and attention to detail. So if... (Read More)

In today's litigious society, keeping good records of your work is important, no matter what line of business you are in. But record keeping as an insurance agent is especially important. Consistently and accurately documenting discussions with your... (Read More)

How many times a week do you look over your to-do list and realize that you just haven’t done as much as you wanted to? Even if you're always striving to be more productive, it can be hard to stay motivated and avoid time-consuming interactions... (Read More)

Even though we're born to be social, many of us don't know how to build a large network of business associates and friends. We often limit ourselves to second-degree connections. If you're not familiar with the concept, according to one popular... (Read More)

Have you heard of the 80/20 rule for social media marketing? If you're using social media for business purposes, it's one way to help you decide which types of content to post. If you follow this rule, 80% of what you post should be informative or... (Read More)

Insurance services are an important part of an insurance company’s financial portfolio. That’s because insurance services can help generate revenue for an organization for the long term. It’s one of the reasons we have invested in helping... (Read More)

Customer service is important in every business. In an industry that sells an intangible benefit, like insurance, it’s essential. Yet poor customer service is one of the most common complaints among insurance customers. Improving your... (Read More)

We all know that creating a healthy corporate culture is important, especially in today's employment climate. But what exactly does a healthy corporate culture mean? Let's dive a little deeper and look at how companies can cultivate a healthy... (Read More)

As an insurance professional, Managing General Agent, or wholesaler, you're constantly having to evolve in order to stay competitive. While activities like updating your software and investing in online marketing efforts can help increase your... (Read More)