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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on July 15, 2019

Too Many Employee Benefit Agencies Aren’t Built to Last

We are thrilled to be partnering with the Self-Insurance Institute of America (SIIA) and offering a new monthly feature in their magazine, The...

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by Christian Brayboy on July 01, 2019

Theory vs. Reality – Don’t Let the Promise of a Unicorn Run Your Business

Whether you’ve heard it in this context or not, I'm certain you’re familiar with the theory vs. reality concept in one way or another. Much like a...

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by Kevin Trokey on June 24, 2019

It’s Time to SHIfT Your Growth Model

Every agency has two basic goals: keep the business they have and get the business they don’t. Because of those goals, most agencies tend to...

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by Christian Brayboy on June 17, 2019

Pull Your SHIFT Together

If you haven’t noticed yet, our theme for the year is all based around #GYST or getting your SHIfT together. Whether it’s shifting a prospect or 

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by Wendy Keneipp on May 28, 2019

Top Takeaways from Q4Live in Nashville

If you know us at all, you know we love our clients like friends and family and look forward to our opportunity to bring everyone together every...

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by Kevin Trokey on May 20, 2019

Q4i Packed Our Shift and Went to Nashville

As you read this, we are gathered with some of our favorite people in Nashville for Q4Live, our networking/learning/growing conference for forward...

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by Q4intelligence on May 13, 2019

#GSD from an Agency Owner: Q&A with Nancy Giacolone

As an employee benefits agency owner and/or broker with a full book of business, taking time to plan strategically for your organization can...

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by Wendy Keneipp on April 22, 2019

Takeaways from SIIA Executive Forum: Beyond Disruptors & Rockstars – Let’s Talk Execution

I recently attended Self-Insurance Institute of America’s (SIIA) conference, Self-Insured Health Plan Executive Forum, and was continually...

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by Kevin Trokey on March 25, 2019

The Darwin Awards of the Insurance Industry

I’m sure you’re familiar with the theories of Charles Darwin, but have you ever heard of the Darwin Awards? If not, you have to check them out. In...

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by Christian Brayboy on February 05, 2019

Are You Blowing Hot Air About Making Changes or Taking Meaningful Action?

“I so desperately want to be more productive, manage my time more wisely, set goals, etc.” 

We hear it all of the time from agency owners,...

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