Five occasions for which you should consider sending cards to your clients and why you should do it.
Texas Agent News: Agency Best Practices
News from IIAT about issues facing independent insurance agents in Texas.
The Big “I" Agents Council for Technology has released the Agency Cyber-Readiness Self-Assessment, now available online as a supplement to the Agency Cyber Guide 3.0.
IIAT's Agency Finance and Valuation Consultant Carey Wallace provides agency owners with practical examples of how knowing your value can lead to opportunities for growth, increased profitability, and an increase in your agency’s overall value.
Independent agents are a prime and focused target of cyber criminals. Over 12% of all breaches are now within the financial sector, and this focus is only growing.
Ownership of expirations, including related records and data, is perhaps the most critical issue for independent agents to consider in their company appointment contracts.
Barring an unforeseen event as disruptive as COVID-19 was this past spring, and being optimistic that a winter wave of the pandemic is contained, 2021 looks to be a hopeful year for independent insurance agencies.