Growing Your Property Casualty Agency

Farewell: Alan Shulman’s Final Column

Sit down… This is going to be a strange column. First, it’s my last one, as I have just retired. Second, it’s structured as a self-interview. And third, it’s written in the first person; something I have fastidiously avoided throughout …

6 Ways to Differentiate Your Agency from Internet Marketers

It’s self-defeating to believe that the independent agency universe is a legacy sales system that’s floundering in the age of mobile media. As a reaction to this unwarranted fear of obsolescence, some agents seek remedies from outside of their environs …

What People Collect Says Something About Them

Everybody collects something. Some of these “somethings” are valuable; some are extremely valuable, while others are practically worthless. Regardless, whatever you collect says something about you and your interests; it’s a mini-window into your thirst for life. Why Collect? People …

Renew More Personal Lines Policies With Better Marketing

Is it worth it to market personal lines policies to drivers and homeowners who shop year after year? It’s costly to book new business and besides; a steady flow of renewals is what keeps the insurance industry in business, including …

Don’t Treat Small Business Accounts Like Personal Lines

In the mad rush to economize on and digitize virtually every insurance transaction and relationship activity, some small-business owners are getting shortchanged — and that’s shortsighted. Still, the growing dominance of the digital world is an overall positive for small …

10 Ways to Retain More Commercial Lines Accounts

It’s costly to sell new commercial lines accounts. In addition to the various prospecting and marketing costs, there is fact gathering/front line underwriting, pricing, proposal preparation and presentation – and when you’re successful, there’s policy delivery. The time and treasure …

Beware of Setting Too Many Goals for Your Agency

The agency business has a love affair with goals. Some focus on sales, while others deal with company volume demands and operational and financial ratios. It’s a lot for any small business to establish and monitor, much less achieve. So, …

How to Deal With Humans (Customers) Who Prefer a Digital Interface to a Real Face

Flying drones and self-driving vehicles are being readied for everyday use — and we are not amazed. That’s because, in our industry, we focus on the practical instead of the stupefying: looking at the various ways to insure these 21st …

How Well Do Your Producers and CSRs Really Get Along?

To foster growth, property/casualty agency managers need to actively encourage their employees to achieve a desirable level of mutual trust and respect. In some offices there is a professional chasm between job positions and departments. Its depth varies by agency, …

Interpersonal Relationships Promote Your Agency’s Growth

Relationships are the currency of commerce. Without them, no one buys or sells anything. These interactions might involve interfaces or individuals – but the end result is always the same … a product or service and money (or barter) changes …

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