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September 16, 2020

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
miniature sculpture of a red man climbing a wall
September 15, 2020

Independent insurance agencies are growing fast

The last decade has seen more new independent insurance agencies created than any other time in history - some estimate that newly created agencies represent as much as 20% to 25% of all independent …

| By Tony Caldwell
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August 10, 2020

Insurance Aggregators Help Independent Agencies Grow

If you are starting out as an independent agency, you may have noticed that it’s difficult to have access to certain carriers or products, because the insurance companies demand minimum premiums and …

| By Tony Caldwell
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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
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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
Multiethnic group of happy business people working together in office
May 20, 2020

Insurance Agency Development while in Quarantine

I often hear from agency managers and owners that they would like to put more effort into building and developing their insurance business, but they have trouble finding the time… Hello quarantine!

| By Marsha Dewart
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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
miniature sculpture of a red man climbing a wall
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
text on a white background: growth agent insight, covid-19 edition
April 10, 2020

COVID-19 Edition: People Still Need Insurance

I know right now, people are really worried about the future of their business and their financial future for their families. But if you're an insurance agency owner, your future is pretty secure. …

| By Tony Caldwell