Author Archives: Guest Author

What Does It Take to Be an Agent for the Future?

This article originally appeared in Independent Agent magazine. The pressure of competing in a crowded marketplace could make it tempting for independent agents to focus their energy on serving and retaining customers—all while trying to find time to grow the … Continue reading

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Summer Vacations: 11 Travel Tips to Share with Your Clients

This article originally appeared in Independent Agent magazine.  Nearly 67 million U.S. citizens traveled outside the country in 2016—marking an increase of more than 8% since the previous year, according to data from the National Travel and Tourism Office. Considering that … Continue reading

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Bringing Nonsubscribers into the Texas Workers’ Compensation System with Captive Insurance

By S. Lance McNeel, CPCU, ARM Capstone Associated Services, Ltd. What is the Texas Nonsubscriber Option? There has been much discussion in recent times on the topic of workers’ compensation opt-out statutes making their way through state legislatures. Our good … Continue reading

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Is 2017 the Dawn of a ‘New World’ for Flood Insurance?

This article was originally published in Independent Agent magazine. Although flood insurance is in for a blissfully quiet April with few major NFIP changes, the program is set to expire in just six months. What’s next for flood insurance beyond the short-term … Continue reading

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In the Groove: 5 Steps for Onboarding New Producers

By Bill Harwood, co-founder and managing partner of New Level Partners, LLC, a learning and development company specializing in insurance New producers face a dual challenge when they join an agency: absorbing the massive range of information about their new … Continue reading

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Denton and Collin Counties Pounded by Large Hail

Thunderstorms, producing up to softball size hail, pounded several cities north of Dallas/Fort Worth metroplex Sunday night causing extensive damage.  Thousands of homeowner and auto claims had already been reported by sunrise.  The entire insured dollar loss won’t be determined … Continue reading

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Congress Questions Flood Insurance Compensation

This article originally appeared in Independent Agent magazine.As Congress seeks to reform the NFIP before it expires on Sept. 30, it’s examining lowering the compensation that insurance companies and independent agents earn for administering the program. As Congress seeks to … Continue reading

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4 Crucial Elements to Keep in Mind When Planning Your Perpetuation

This article originally appeared in Independent Agent magazine. For many agency owners, exit strategies aren’t strategies at all. If you believe perpetuation is an event you’ll make happen when you’re ready to retire, that critique applies to you. Perpetuation is … Continue reading

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Four Ways Remote Workers Can Improve Your Agency’s Performance

By Sharon Emek, Ph.D. The eternal struggle most agencies face is balancing profitability and productivity. In a soft insurance market, that struggle is elevated as agency owners and managers look for ways to improve profit margins while making sure current … Continue reading

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