Industry Insights

Michelle Hubert

In the fast-evolving world of multiline insurance, high-performing teams are critical to agency success. These teams are distinguished by a deep commitment to client relationships, operational efficiency and accountability in a highly competitive, client-centered world.

However, the industry is also undergoing significant disrupti...

Industry influencer Mike James shares his journey to inspire others to pursue opportunity

When Mike James took the platform as Finseca’s new chair at the organization’s 2024 annual gathering in Washington, D.C., it was a far cry from his early days at such industry events where he recalls, other than for the wait staff, being the only person of co...

Josh Riekena

Recently, I was talking with a group of colleagues about the impact working with a business coach has had on my growth as both a leader and a business owner. Their responses surprised me: “It’s too expensive,” “My agency isn’t big enough to need a coach” and “I don’t have time to work with a coach,” were just a few of the comments.

A...

Betsy Nealon

Studies show that the kind of multitasking most of us do is highly ineffective. Why? Because flip-flopping from one task to another reduces our productivity by approximately half, costs billions of dollars and even inhibits creativity, studies show.

Social media and email are among the worst culprits. For example, answering emails as...

Casey Maughan

Like many in the financial services industry, I never planned on ending up here. Early in my career, I discovered my love for sales, but didn’t love the environment or product I was selling. Eventually, I found myself working for a multiline agent, focusing on growing the agency’s sales. I loved having control over my time, engaging ...

Nick Lamparelli

Over the course of my career, I’ve had the opportunity to work with firms serving affluent clients and to interview high-net-worth individuals and investors. One consistent observation stood out: not a single person referred to their insurance agent or broker as a “trusted advisor.”

When asked why, the answer was strikingly consis...

Kellie Lail

What if I told you that the secret to building and maintaining your dream team isn’t just about identifying the right skills—it’s about personality?

You might be thinking, “Personality profiles? Isn’t that a bit touchy-feely?” or “Aren’t they just a waste of time?” But I’m here to set the record straight. Sure, experience and expertis...

Sam Geraci

Bad weather events are on the rise, leading to an unusual amount of opportunity for agents looking to build their businesses and support their communities. More storms have caused higher rates and product changes, leaving customers with a more complex array of choices—and a greater need for expert advice than ever before.

If it seems t...

For culture advisor Jay Doran, success is founded on trusted leadership and timeless principles

Jay Doran is known to many in the insurance and financial services industry for his five-star-rated The Culture Matters Podcast, in which he talks with business leaders across different sectors about how to build a strong and healthy organization. In mo...

Tony DeSantis

In business, big or small, it all comes down to the bottom line. Does the client want to buy your products or services? Does the boss approve your budget? Does the investor believe in your dream? Have you sold them?

Success or failure depends on how well you present your case. After more than 40 years in business, involved in presen...