Sales Management & Producer Goals During COVID-19

By: Catherine Oak Every insurance agency client we have today is seeing producers struggling with new production because of COVID-19 restrictions. They are used to cold calling and getting in front of prospects and that has been difficult, if not non-existent. In addition, many prospects are afraid of changing insurance because of the marketplace hardeningContinue reading “Sales Management & Producer Goals During COVID-19”

When Selling Your Agency Does NOT Make Sense

The process of selling a business involves an amalgamation of financial, personal and external factors. Sellers should work with their advisors to create a wish list of what they want. It is equally important to create a list of what they do not want and other deal breakers. The final deal does not need toContinue reading “When Selling Your Agency Does NOT Make Sense”