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Insurance Marketing

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 ...

By Tony Caldwell

text on a white background: growth agent insight, covid-19 edition

Growth Agent Insight

COVID-19 Edition: People Still Need Insurance

I know ...

By Tony Caldwell

text: people who are intentional about their culture

Growth Agent Insight

Creating the Culture You Want

Nearly 25 years ago I became a partner in an existing business. While this was a fantastic opportunity for me it was a difficult ...

By Tony Caldwell

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Growth Agent Insight

EBITDA

I have talked to business owners a lot about this term EBITDA, and they look at me with a puzzled look. They've either not heard it before, or ...

By Tony Caldwell

black background with a red border and text: what do you mean by cash flow not profits?

Growth Agent Insight

Cash Flow, Not Profits

I think people get confused about what’s important in running a business. You know, we talk all the time about the bottom line, the bottom line is ...

By Tony Caldwell

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Growth Agent Insight

PRESSURE AND GOALS

Early in my sales career, I had the opportunity to go to New York City for some sales training with the Guardian life insurance company. ...

By Tony Caldwell

text on a black background: look at the assets you have and the challenges you are now facing

Growth Agent Insight

STRATEGIES FOR GROWTH IN 2020

We’re entering the final stretch of 2019, and I hope you’ve had an incredible year. Regardless of how 2019 has turned out, 2020 and the results ...

By Tony Caldwell

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Growth Agent Insight

Where Will They All Come From?

My experience tells me that it takes five years to develop a well-trained commercial lines customer service ...

By OAA Admin

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Growth Agent Insight

A Can-Do Mindset is Essential for Insurance Agency Success

Where you go in life and business is up to you. Yes, it’s true that some are more successful than others. Not everyone ends up with a huge ...

By Tony Caldwell

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Growth Agent Insight

How to Prepare to Borrow from a Bank

During a recent Circle of Excellence discussion (our regular informal meeting with high performing partners), we talked about the role of a Chief ...

By Tony Caldwell

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