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Growth Agent Insight

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May 15, 2020

OAA is SIAA’s Number One Master Agency Five Years in a Row!

SIAA, the nation’s largest partnering independent insurance agency alliance, has named OAA it’s number one Strategic Master Agency for the fifth year in a row.

| By Tony Caldwell
text on a white background: growth agent insight, returning to the office
May 12, 2020

Returning to the Office

As I write this, politicians and public health officials are beginning to talk about planning for “reopening the economy”. No one, at this point, has any definitive idea of when it will be safe to go …

| By Tony Caldwell
text on a white background: growth agent insight, the amazing agency growth accelerator thinking tool
May 06, 2020

The Amazing Agency Growth Accelerator Thinking Tool™

The best businesses are creative, to be sure. They are risk-taking by nature. They are restless, constantly trying new things and new processes, and creating new products.  But they first focus on …

| By Tony Caldwell
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April 28, 2020

Tips to Increase Your Independent Insurance Agency Profit Margin

Most agents, in my experience, focus on growing their agency's top line - we're always thinking about our new business rate. Many agents are really and rightfully concerned with their retention rate, …

| By Tony Caldwell
text on a white background: growth agent insight, the new normal
April 28, 2020

The New Normal

Coronavirus has disrupted our contented, commonplace, and comfortable lives. Businesses are shut down, dramatically reduced, or operating out of employee’s back bedrooms. Children are attending …

| By Tony Caldwell
text on a white background: COVID proof your agency
April 21, 2020

COVID Proof Your Agency

As you are watching this vlog, the COVID-19 crisis is well underway in the United States. More than likely, you are operating your business from a remote location or you have dramatically altered …

| By Tony Caldwell
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April 20, 2020

How To Create A Business Plan for Your Insurance Agency

“What’s the plan?” That’s the question my wife and I ask each other every day about 3:00 in the afternoon. We have pretty busy lives with multiple businesses, children, hobbies, and activities to …

| By Tony Caldwell
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Insurance agency employee working on computer in modern office
person's hands typing on a laptop
April 15, 2020

Automate Your Marketing Processes to Maximize Growth

Growing your insurance company means finding qualified leads and nurturing and servicing current ones, but running your agency means wearing a lot of hats, and your time is valuable. Once you’ve run …

| By Tony Caldwell