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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Wendy Keneipp on November 25, 2019

Insurance Agency Annual Planning Guide [download]

A company plan – you all know you should have one. But do you? Is it something that you intend to do, but just never quite get around to it? Or...

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by Kevin Trokey on October 28, 2019

Creating an Environment to Unlock Your Growth Potential

If you’re reading this, chances are you work for, or own, a business of some sort. It may be for-profit, it may be nonprofit, doesn’t really ...

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by Wendy Keneipp on October 21, 2019

Insurance Producer Annual Planning Guide [download]

As we coach insurance sales people, theres a common theme that holds them back: a lack of planning and accountability. It’s completely...

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by Eliza Culhane on September 23, 2019

Sales and Marketing Relationship Status: It’s Complicated

You’ve decided it’s time to invest in a marketing initiative, but your sales team is resisting your efforts to get them to participate. They’ve...

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by freshbenies on August 26, 2019

Implementing Change: 3 Tips for Success

Do you notice how quickly our employee benefits industry is changing lately? From “Medicare For All” to reference-based pricing, consolidation of...

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by Wendy Keneipp on July 29, 2019

Why Your Entire Agency Needs to Adopt a Critical Thinking Mindset

Insight-driven organizations are growing at 30 percent annually, according to a 2017 Forrester Research report, “Insights-Driven Businesses Set...

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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 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 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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