Industry Insights

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...

Doug Blevins

If your business is built on offering the best prices, you’re on a shaky foundation because there’s always someone out there who can undercut you. That’s why our approach is based on being an agency that is viewed as priceless, not cheap.

With this in mind, client relationships are everything to us. In fact, we don’t present quotes t...

Monica Barton

When I joined Steve Pirch’s agency (in Lee’s Summit, Missouri), I could not have imagined that one day I’d play a pivotal role in developing our team and building our agency’s success. My journey began over a decade ago in an unexpected encounter during my time working at a bank. It was Halloween, and I was dressed as Candy Land char...

Brian Stolper

I’ve been in the insurance industry as an agency owner for 20 years, and like most people, I’ve tried a lot of different approaches to building my business. Early in my career, I came across Troy Korsgaden’s system, which played a big part in shaping how I started running my agency. Recently, I have revisited those principles through...

Debra Grommons

Often, when leaders talk about creating a learning culture, they are referring to formal training programs. But a true learning culture is more than that. A learning culture is an environment where continuous development is embedded into daily work and team members are encouraged to grow through collaboration, feedback and shared ex...

Scott William Foley

AI is a polarizing topic. Some believe it will destroy the world, while others trust it will solve every imaginable problem. Neither is likely.

To be clear: AI is a tool. Like a hammer, it can be used to build up or to tear down. If used correctly, a hammer can save you a tremendous amount of time. AI is no different.  

You’l...

Andy Butcher

It takes time to distinguish between a fad and a trend, but you can’t wait until you know for sure how a new thing will turn out, if you want to ride the wave. You have to jump into the water and be ready.

Greg Montejo is confident enough that subscription-based financial services will not just be a passing fancy but—as a Forbes arti...

Troy Korsgaden

When I wrote my first business plan many years ago, it was a single page. I wrote it in the backyard with a friend. I told him I’d been inspired to do so by a book I’d read recently, so we both sat outside and crafted our plans. Mine wasn’t a detailed document; it was really just a vision of what my future business would look ...