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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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Drive is the #1 Predictor of Success

Agency owners ask me all the time, “What should I look for when hiring a salesperson?” And that’s a great question. You know in the insurance agency business, only about 10 percent of the people we …

| By Tony Caldwell
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Tips for Selling Workers Comp Insurance [VIDEO]

Hi, it’s Tony. I’d like to talk to you for just a moment about worker’s compensation. I used to specialize in that in my independent agency sales career, back in the day when insurance companies …

| By Tony Caldwell
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How to Determine Your Insurance Agency's Value

As agency owners, we are all aware that as we build income in our business we’re also building value. For most of us, tracking that value is something we like to do because eventually, due to …

| By Tony Caldwell
text on blue background: 4 ways to drive retention

Four Ways to Drive Retention

I want to talk to you today about a way to drive growth to your agency, by creating retention of your existing business. I have a few ideas to share with you.

| By Tony Caldwell