Agency Annual Plan

Agency Annual Plan

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[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...

The Surest Path to a Healthy Prospect Pipeline

One of the primary reasons our clients approach us is in the first place is their struggle with empty pipelines. While most of them struggle for the same reason, we never make that assumption. Before ...

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...

Compensation Conversation - Talking to Employees About Pay

Talking to employees about pay can be uncomfortable, even when the news is good. In a survey given by West Virginia University, 70% of managers admitted feeling uncomfortable when talking to employees...

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

Wendy Keneipp November 28, 2021

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

Kevin Trokey October 13, 2021

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

Kevin Trokey September 30, 2021

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?

Kevin Trokey September 13, 2021

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

Launching a Powerful Employer Brand

Whether you know it or not, your organization has an employer brand. Every company that has employees has one whether they spend time developing it or not. Essentially, an employer brand is the ‘perso...

Message Over Madness

We’ve all heard the term “cleanliness is next to godliness” at some point in our lives. Its wisdom has followed us from our teenage bedrooms to our homes and our offices. Nothing says focus like a wel...

Three Steps to Honing Your Message

Developing powerful messaging can be one of the toughest challenges businesses face in marketing and branding. You do so much, and you know it all, but how do you convey your organization’s value to y...

How to Get Online Reviews for Your Business

We all check reviews out, whether it’s for a restaurant, a new car purchase, or a medical professional. We know how valuable they are when we read them. But are you taking the time to cultivate that t...

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