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)

If you surveyed your customers, what would they say about your agency and the level of customer service you provide? Customer service is an important part of any business and plays a large role in creating loyal customers. An insurance agent who... (Read More)

In today’s increasingly litigious society, keeping meticulous records of your work is vital—no matter what industry you're in. However, as an insurance agent, accurate and consistent documentation is not just a good practice; it’s a crucial... (Read More)

The primary service we offer within the insurance industry is embedded in the question we are most frequently asked: What is premium financing? Here, we will provide an easily-understood explanation, whether you are inside or outside of the... (Read More)

Premium finance programs are commonplace at many financial institutions. Yet few premium finance programs are managed as effectively as they could be. Oftentimes, premium financing becomes a secondary consideration because it requires care and... (Read More)

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)