Author Archives: Guest Author

Insurcon 2019 Preview: The Difference Between Customer Service & Customer Experience

By Kelly Donahue-Piro Agency Performance Partners, President Agency Appeal, Co-Founder When I first got into the insurance space I remember many agency owners telling me the same thing: “We give good customer service.” I started thinking, if everyone gives good … Continue reading

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4 Common Misconceptions About Accepting e-Payments

With 40% of online transactions happening on mobile*, one of the biggest conveniences an agency can offer to their clients is collecting premium payments online. It’s one of the simplest but most effective way to improve the overall client experience. As … Continue reading

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Political Clout: How Main Street Agent Groups Stack Up

Political clout in Washington, D.C. is largely measured by political (PAC) fundraising, grassroots strength, and relationships with elected officials. The Big “I” has proven itself unparalleled when it comes to representing main street independent insurance agents in these areas. Year-end … Continue reading

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Big ‘I’ Member Resources Available on Pass-Through Tax Regulations

In January, the Internal Revenue Service issued final regulations concerning a new tax deduction for “qualified business income” under Section 199A of the tax code. The Big “I” lobbied aggressively on this regulation as it is critically important for owners and shareholders … Continue reading

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High Rollers: Serving the High Net Worth Insurance Customer

Dealing with high net worth customers is not the same as dealing with your other customers. If your agency is fortunate enough to have such a client, you will have to pay special attention to them. While it may seem … Continue reading

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Joe Vincent Seminar Preview: Three Essentials and Four Cornerstones for Insurance Sales and Marketing in Today’s Changing World

The Center for Media Research recently reported on a study from Forrester Research that included this fascinating point: “Customers now control the buying process far more than today’s vendors control the selling process.” That’s certainly the case in the insurance … Continue reading

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Why You Should Consider Hiring “Pretirees”

What’s age have to do with it? Apparently, far too much. Today’s companies, looking to fill an ever-growing list of open positions (31 million by 2020, according to Georgetown University), are turning to millennials. Attracting the younger workers has become … Continue reading

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Texas Exceeds 2017’s Record-Breaking Premium

The Surplus Lines Stamping Office of Texas (SLTX) has reported another record-setting year, with a recorded $6.08 billion in E&S premium for 2018. This represents an 11.4% growth over 2017. Certain coverages have continued an upward trend of increased premium. … Continue reading

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Wish List 2020: What’s Next for the Insurance Industry?

January is always a time for resolutions, but no one can do it all on their own. Every independent agency relies heavily on its carrier partners for support. As you ring in the New Year and begin to forecast your … Continue reading

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Joe Vincent Preview: Making 2019 Ridiculously Amazing

If you are attending the Joe Vincent Management Seminar, Jan. 27-29,  you are clearly committed to making 2019 your agency’s best year ever! The insurance industry is changing, and educating yourself on the best practices has to be a top … Continue reading

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