Category Archives: Agency Management

Protecting Business Data During Natural Disasters

In the aftermath of a serious disaster, businesses face the risk of downtime due to damaged equipment and lost company and client data. The most important thing that every company needs is a frequently updated copy of its data that … Continue reading

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Kyle Dean of Dean & Draper Shares his Agency Perpetuation Story

IIAT member Kyle Dean, president & CEO of Dean & Draper Insurance Agency in Houston, is one of three agents featured in a recent Independent Agent magazine article on agency perpetuation. Following his father’s unexpected passing in July 2013, Kyle … Continue reading

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Using Images to Build Shared Connection Among Your Agency Team

For the past couple of years, we at IIAT have used image exercises to build culture and reinforce shared vision, purpose and values. The use of images helps people connect with ideas and each other on an emotional level. When … Continue reading

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IIAT Member Agencies Share Disaster Preparedness Measures that got them Through Harvey

Two IIAT member agencies headquartered in Houston, Wortham Insurance and Risk Management and Focus Insurance & Financial Services, were featured in a recent Big “I” Independent Agent magazine article on disaster preparedness. In the article, “How Would Your Agency Fare … Continue reading

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IIAT Matchmaker: A Free M&A Service for IIAT Members

Agency buyers continue to outnumber sellers, which is good news for any IIAT members looking to sell. IIAT Matchmaker is a free service for IIAT members who want to source suitors without prematurely alerting employees, customers or carriers. Here is a … Continue reading

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2016 Market Share Report Now Available

The annual IIAT report of Texas premium volume, loss ratio and market share – the 2016 Market Share Report – is now available for viewing on iiat.org. This year’s report tells a story of slower premium growth and climbing loss ratios. Here are some findings … Continue reading

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Register Now for IIAT’s 2017 Small Agency Conference – The Only Conference Designed for Smaller Texas Insurance Agencies

Registration is now open for IIAT’s 2017 Small Agency Conference scheduled for Sept. 24-25 in Waco. The Small Agency Conference is designed specifically to address the interests of small independent insurance agencies. Learn about the latest topics and news that matter … 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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Participate in MarshBerry’s Organic Growth Study to Receive Complimentary Trends Report

MarshBerry is conducting a new Organic Growth Trends study and agents in leadership positions are invited to participate. The goal of the study is to identify organic growth trends, as well as provide insight into recruiting and sales management practices. … Continue reading

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2016 Best Practices Benchmarks

As reported in a previous post, Reagan Consulting has released the 2016 Best Practices Study. As noted, 23 IIAT members are recognized as Best Practices Agencies, more than any other state. The 2016 IIABA Best Practices Study, which aggregated the … Continue reading

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