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AI 101
BY KEVIN DRAEGER OVERWHELMED BY THE POSSIBILITIES? FOLLOW THIS PRACTICAL 3-STEP PLAN FOR INTEGRATING TIME-SAVING, BUSINESS-BUILDING TOOLS Artificial Intelligence (AI) isn’t a trend you watch—it’s a tool you use. Whether you’re an advisor, an agent or a practice leader...
How To Experience Your Best Year Ever
By: Troy Korsgaden True growth means integrating business and life so the two work together, not against each other. What does it really mean to live your best year ever? For many, that phrase is tied to numbers—sales goals, production levels, market share, bonuses....
Make Your Mark
Author: Megan Schofield In today’s hyper-connected world, social media has become an indispensable tool for small business owners. It has leveled the playing field, allowing entrepreneurs to reach larger audiences, foster deeper client relationships and compete with...
Getting Ready to Master a Disaster
Author: Lisa Streit Running an insurance agency means being ready to help people when they are caught in a storm. But how do you do that when that storm affects you too? It’s one thing to handle several claims in a week; it’s a whole other matter to have to deal with...
Finding Freedom From a Life Under Pressure
Author: Charley Todd We’ve never had less stigma around mental health—and yet we’ve never seen more people struggling with it. Anxiety is up. Depression is rising. More people than ever are naming what’s happening in their minds and bodies—and that’s progress. But...
Playing to Their Strengths
Author: Tate Secrist Growing up in the small town of Blackfoot, Idaho, Tate Secrist learned early that hard work, family values and high expectations form the foundation for success. Working alongside his father building homes from a young age, he understood the...
Pulling His Weight
Author: Andy Butcher Matt Hodson believes that if you want to get ahead—whether that’s making the team or making a good living—you’ve got to do some heavy lifting. It’s a philosophy that has guided him from his days as an undersized high school athlete through...
3 Core Skills Every Field Leader Must Master
Author: Troy Korsgaden Field leaders—the sales managers, district managers, regional directors and others who directly recruit and develop agents and advisors—are vital to the success of the insurance and financial services industry. The U.S. property and casualty...
The Gold Standard: The Five Hallmarks of High-Performance Teams
Author: 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...
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