Category Archives: Uncategorized

Formulating an Exit and Succession Plan

The right plan is essential when you’re ready to move on from your insurance agency, whether it’s into retirement or to another business. A recent article published in  Property Casualty 360 article,  explores how to get prepared for the future and … Continue reading

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Register for the 2019 Big ‘I’ Legislative Conference

Online registration is now open for the 2019 Big ‘I’ Legislative Conference. Agents don’t want to miss this opportunity to speak to their federal legislators with a unified voice. Early-bird registration pricing ends Friday, March 8. Hotel accommodations always sell out … 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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Ask Regina

Q. We have an agent in our office who has a General Lines Life & Health license. If he refers one of his accounts to another agent in our office who has a General Lines P&C license to write the … 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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Ask Regina

Q. Our insured has a corporate policy of no personal use of business autos used by employees. Recently, an employee used an auto for personal use and totaled the vehicle. Our insured has told the adjuster the employee did not … 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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Satisfy Your State-Mandated CE Requirements with IIAT: 2019 Education Calendar Now Available

Continuing education is required to keep your insurance license in good standing. It also keeps you informed and helps you better serve Texas consumers. Most licenses require 24 hours of continuing education every two years. Some license types require specific … Continue reading

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How to Bridge the Generational Divide: 5 Best Practices to Build Multigenerational Teams

For the first time in history, we now have five generations in the workforce, with employees ranging in age and experience across six decades. How do you manage multigenerational teams with such diversity and possible differences? The good news is that it … Continue reading

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