The Future of Agency

All insurance agencies have client relationships that can be mapped on a spectrum somewhere between transactional and connection based. When a new agency starts, they tend to be in customer acquisition mode, and they need to lay down new customers as quickly as they...

Connections Beat Transactions

Our core service is helping insurance agents better leverage the relationships they have with their clientele and we can break those relationships down into two categories, transactions, and connections. A lot of insurance agencies, especially those who are...

Don’t Panic, Pivot

You know, there’s a lot of talk about the future impact of technology on insurance agencies already, big data, artificial intelligence, smartphones, and other devices have wreaked havoc in many other industries. Are they coming for the insurance industry? Yes,...

The Incredible Benefits of Pivoting

You know it’s true that technology does pose a real threat to the long-term success of many insurance agencies and we see agencies who are trying to pivot toward a more client friendly, more connected model really as a means of future-proofing their business....

Pivoting Is Easy

You know, a lot of insurance agents look at their most successful peers and they think, ah, there’s no way that I could drive that level of growth and success, but it’s just not true. Anybody can do it, but it’s a matter of whether or not...