Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Build upon established trust with high-impact reminders
By Courtney BrowningChoose materials that are small, concise and easy to pass along.
November 02, 2016
One consequence of the DOL rule: more risk-averse advisorsThe DOLs fiduciary rule has prompted advisors to give higher priority to reducing portfolio risk than to generating superior returns on investment.
November 02, 2016
S&P panelists: Insurance industry is ‘ripe for disruption’Here's a promising growth market for insurtech investors: smart, web-connected devices that will avail life insurers of opportunities to better serve policy owners.
November 02, 2016
The no-fail lead-generation systemFollow this step-by-step, no-fail system to generate prospects and leads to fill your pipeline.
November 01, 2016
How to successfully interview prospective clientsYou have to be able to say NO to a prospective client who has a $10 million portfolio, as I have.
November 01, 2016
Next-generation 2018 health policies may be spawning nowProteus Duxbury says big insurers are planning their return to the individual market.
November 01, 2016
Number of Covered California agents up 11 percentTwo other state-based exchanges are hoping mobile apps will boost activity.
November 01, 2016
4 ways to improve your digital presenceWith so much focus on in-person appointments, financial advisors and insurance agents often treat their digital lives as an afterthought.