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August 21, 2020

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
August 10, 2020

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
August 06, 2020

What’s Your Strategy? All About Insurance Strategic Partners

When you need to win, you want to increase your odds. Teams have playbooks. Navigators plot position and coordinates for clear routes. Competitors strategize to get through courses and overcome …

| By Marsha Dewart
August 03, 2020

Winning in 2020

We’ve entered the back half of the year, a time when smart businesspeople typically double down on their plans for the year to ensure a strong finish. But this is anything but a typical year!

| By Tony Caldwell
July 15, 2020

Insurance Agency Marketing Tips and Guidelines for Growth

When I ask the average insurance agency owner how much they spend on advertising and marketing I usually get a blank look. Sometimes it’s because they have no idea – they’re spending money, but they …

| By Tony Caldwell
June 18, 2020

Insurance Producers are Hard to Manage. Here are Some Good Tips.

As soon as the owner of a growing insurance agency has maximized their own time available for the sales function (by hiring others to do as much as possible of the service function), they will …

| By Tony Caldwell
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