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Utilizing Your Team’s Unique Abilities: Your Key to Growth as an Independent Agent

This video and blog are part of my ongoing series on leadership development and entrepreneurship as an independent insurance agent. One of the things I’ve found in my decades of experience in the …

| By Tony Caldwell

Leadership and Success: The Changing Needs of Independent Insurance Agencies

This blog and video is a continuation of my series on entrepreneurship, success and the independent insurance agent. In this piece, I’ll be discussing how to empower your agency’s employees to …

| By Tony Caldwell

Growing Insurance Agencies: Magic Numbers to Success

I get to work with dozens (in fact, over the years) hundreds of agency entrepreneurs, starting, building, growing insurance agencies in my work. Many of them have been successful. Some have not been. …

| By Tony Caldwell
The Easy, 6-Step Guide to Social Media Marketing for Insurance Agents

Social Media Marketing for Insurance Agents in 6 Steps

Like anything in life, if you want to do it right, you need a plan. Marketing strategy may not be your wheelhouse, but you can make social media platforms work to bring potential clients to your …

| By Staff
hands holding a small plant in the shape of a growth chart pointing up

Use Insurance agency KPIs to increase your profits

Let’s talk about the importance of key performance indicators for improving the profitability and the success of your insurance agency. A lot of insurance agents and agency owners run their business …

| By Tony Caldwell
chalk drawing of a man on a rocket ship

How to go from captive agent to independent insurance agency owner

Captive or independent? Maybe you've decided that the grass is really greener on the independent agency side of the business: commissions are higher, bonuses are bigger, freedom is greater, and the …

| By Tony Caldwell
Business team having video conference with another business team in office

Teleconferencing is a Valuable Sales and Meeting Technology

When we experience dramatic, revolutionary new technology we often don't know what to do with it. We don't understand what they will do for us, and we have no clear idea about how it will change our …

| By Tony Caldwell
text on a white background: growth agent insight, re-engineering

Re-Engineering

As we enter the sixth month of the global COVID pandemic, some businesses have already failed and others are weakened and will fail in the next few months. In the insurance industry we've been lucky, …

| By Tony Caldwell
group of people around a table signing paperwork

Start an Insurance Agency as an OAA Member and Grow Fast

OAA membership is not just for large agencies hoping to increase their profit-sharing - OAA membership is great for both independent and captive agents wanting to start a small business and grow …

| By Tony Caldwell