You have options for purchasing your book of business but may need to seek financing to move forward with your agency plans. One of the best places to work with for your agency’s financial needs is a bank that was designed specifically for independent insurance agencies.
Having the right workflows, procedures and staff in place is critical in running an efficient, growth-driven agency. Build a strong foundation with these in the beginning, so you can focus on other things in your agency like growth, client acquisition and retention down the road.
Choosing the right agency management system is a very necessary step in operating a successful independent insurance agency. It’s important to compare and understand the different options so you can make an educated decision that sets your agency up for success.
Being independent opens the door for your agency to access a wide range of insurance companies and products. It’s important to understand your many options for market access so you have the best products to offer your customers.
Marketing yourself in the independent space is different than what you're likely used to doing in the past. You now have the opportunity to create a unique brand for your agency and design your own modern customer experience for your clients and prospects.
Training & Development
Set your agency apart from the competition with a staff that is highly trained and ready to provide superior customer service. From continuing education to custom in-house courses to online training, there are many options to build out a comprehensive professional development program for your agency.