Agency Annual Plan

Agency Annual Plan

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Tell Me a Story: Your Story

You’ve known this since you were a kid—stories are powerful. They make ideas and experiences relatable, understandable, and reassuring. Perhaps the greatest source of power for stories, though, is tha...

Are Producers Making Up Excuses Not to Sell?

I often hear insurance and benefits producers complain about their service team: "The spreadsheets are 'never' correct." "They aren't sophisticated enough to support the type of business I want to wri...

Breaking Down Full-Coverage Health Insurance

When it comes to attracting and retaining employees with various employee benefits, health insurance is at the top of their minds. A survey shows that “56% of U.S. adults with employer-sponsored healt...

The Key to Purposeful Communication

When it comes to communication, are you a first responder? Do you answer emails instantly and pick up your phone no matter what? Are you proud of your 24/7, lightning-fast response times? If so, you m...

Marketing Annual Plan 2022

Marketing Annual Plan

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Insurance Agency Q&A

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Producer Annual Plan 2022

Producer Annual Plan

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Industry Blog

[Download] Q4i Annual Planning Guides

It’s planning season and our annual planning guides are available for download! Regardless of your company’s size – a couple of people or a couple hundred – all insurance agencies, solution partner co...

You Get The Results You Reward

Many agencies are at a complete loss as to why they aren’t getting the results they need. The frustration builds when they can’t get their team to change behaviors necessary to produce those results. ...

This Marketing SHIfT is Kinda Hard

As we work with agencies and other industry businesses, it is clear how far many still have to go to leverage the impact marketing can have on their business. Somewhat shocking is that many don't mark...

Alarm Bells? Or the Sound of Opportunity?

We hear alarm bells sounding all the time. Evidently, the insurance and benefits industry is dying. Our supposed demise will result from the youngest generations (the youngest of the Millennials and n...

Business Blog

Quit Boxing Yourself In With Self-Limiting Thinking

People are prone to categorize, label, and sort themselves into little boxes. Think about it. How often do people say they’re left-brained because of their analytical and verbal skills and not right-b...

6 Employee Benefits to Consider for 2022

Employee priorities have changed because of the pandemic, which has led employers to examine their employee benefits offerings for 2022. Key concerns brought up by employees include physical wellbeing...

How to Stop Reacting and Avoid Burnout

Whatever role you play in your company, you know how hard it is to avoid the creeping sensation of burnout, even if you love your job. Burnout has steeply risen over the last two years, meaning it’s m...

Is a Pharmacy Carve-out Right for Your Group Health Plan?

Pharmacy spend in the US is significant. Six in ten adults tell KFF.org they are currently taking at least one prescription drug and a quarter say they currently take four or more prescription medicat...

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