Q & A Vlog Series: Why do some insurance agencies struggle to adopt process improvements?

Why is it so hard for some agencies to adopt even the simplest process improvement? Tom Avery answers in this Q&A series.

Q & A Vlog Series: Does The Rise of Digitization Mean Extinction for ‘Old School’ Insurance Agencies?

Digitization allows agencies to accomplish tasks more efficiently, giving them more room to add services that help with client retention.

6 Mistakes Insurance Brokers Made in 2022 (That Might Have Lost Them Business)

The technology you need to compete with the big insurtechs is readily available, and it’s easy to get started.

Q & A Vlog Series: How Can Smaller Agencies Compete With Insurtech Giants?

The technology you need to compete with the big insurtechs is readily available, and it’s easy to get started.

How Your Agency Management System Can Help You Stand Out During Q4

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

How to Increase Your Insurance Agency Efficiency (So You Can Deliver More for Your Clients)

Without fail, Q4 is the busiest time of year, every year.

Remember last year? Didn’t it feel like there was way too much work to do?

Why Insurance Brokers Should Create Wrap Documents for Clients

Employers are responsible for complying with ERISA (and the Department of Labor, and COBRA, and the IRS …).  So it’s not the insurance agency’s problem, right? The recent broker compensation disclosure requirement is changing the way brokers think about the services they provide to clients. When employers begin to question just what they’re getting out of their… Continue reading Why Insurance Brokers Should Create Wrap Documents for Clients

3 Questions Proactive Brokers Are Asking About Compensation Disclosure

The Consolidated Appropriations Act of 2021 introduced new regulations about broker compensation. The goal is to improve transparency about the way brokers are paid beyond client transactions. (Want the breakdown on the CAA and requirements for brokers? Check out our blog on the topic.) What does this actually look like for brokers in practice?  Yes,… Continue reading 3 Questions Proactive Brokers Are Asking About Compensation Disclosure

Broker Compensation Disclosure Requirements: What You Need to Know

There’s a new federal broker compensation disclosure requirement that’s encouraging greater transparency in the benefits industry—and creating an extra step for brokers.  Effective December 27, 2021, insurance brokers and consultants are required to disclose their expected commissions related to all group health plans and individual health insurance policies. This applies to contracts executed on or… Continue reading Broker Compensation Disclosure Requirements: What You Need to Know

Tips to Enhance the Employee Experience Beyond Health Benefits

Business woman working at office looking at laptop with a pen in her hand

You’ve hired excellent employees. That’s the first step. The second step is keeping those excellent employees. Happy and engaged employees are more productive and more willing to stay at a company, and these numbers prove it: statistics show engaged employees reduce a company’s turnover rate by 25-59%. Those are some big numbers, right? The best… Continue reading Tips to Enhance the Employee Experience Beyond Health Benefits

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