December 5, 2022It’s almost that time of year again – time to start making a list and checking it twice! But do you have the right gifts on your holiday list for the insurance […]
September 15, 2022To really thrive as a P&C agent in the current landscape, you need something that sets you apart. Something that saves your clients time and money, and puts you in the […]
September 15, 2022To really thrive as an employee benefits broker in the current landscape, you need something that sets you apart. Something that saves your clients time and money, and […]
September 7, 2022As the competitive insurance industry continues to evolve and experience disruptions from the COVID-19 pandemic, the Affordable Care Act (ACA), and other legislative […]
July 29, 2022Renewal season is just around the corner, so hitting your 2022 sales goals is top of mind. But the needs of the modern insurance buyer are continuing to evolve, and […]
June 16, 2022An educated workforce is a safer, more productive workforce. That’s why as an insurance agent – whether you handle employee benefits or property and commercial […]
April 14, 2022As an independent insurance agency, you’re probably well aware of increasing M&A activity. According to OPTIS Partners' North American Agent & Broker 2021 […]
February 17, 2022Over the last three years, M&A activity has skyrocketed, COVID-19 has created confusion, consumer dissatisfaction has grown, and client retention has been […]
August 7, 2021For several years, we’ve thought about writing a book—a book that embodies our passion for the work that we do, the people we serve and the industry we care so […]
May 28, 2021There’s lots of buzz about Learning Management Systems. What are they are? Why do I need to offer one? What value will it provide? It’s time to dig in to these […]
