Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Technology, quality and the customer experience
By Mark BreadingIn an age when everyone is trying to improve the customer experience, the Achilles heel of tech may be the technologies that businesses have little control over.
May 02, 2016
AALU: Shifting from defense to offense on Capitol HillAALU's Marc Cadin says the association is focused on promoting policies that will "get more insurance and annuities into the hands of people who need our products."
May 02, 2016
Slow bleed from low bond yields drains insurers' returnsLow interest rates continue to affect insurer earnings.
May 02, 2016
New planning tool may be like a financial crystal ballThis new tool will enable investment advisors to provide year-by-year projections of a client's financial circumstances, and plan accordingly.
May 02, 2016
What insurance agents can learn from PorscheTheres one simple thing that will make a high-net-worth client choose you.
April 30, 2016
5 questions that will improve your referral processMany advisors wrongly assume their clients already know how to refer.
April 30, 2016
How to battle irrational financial behaviorKnowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.
April 29, 2016
How millennials are redefining employee benefitsAs millennials become an increasingly predominant force in the workplace, benefits professionals must consider the impact this shift will have on the world of employee benefits.