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Insurance Agency Operations

The insurance industry is in the midst of one of the hardest markets ever – thanks to a confluence of high inflation, severe weather, reinsurance constraints and rampant legal system abuse. The Liberty Mutual 2024 Agent-Customer Connection Study revealed that 83% of agents consider this the hardest…

You probably know the value of many things in life. Most homeowners know the potential value of their home and many investors check the performance of their retirement portfolio daily. But what about the value of your business? Independent business owners’ largest asset is typically shares in their own firm,…

One of the great mysteries I have found through my tenure is that no one tells a business owner what happens after selling their shop. It doesn’t matter if it’s an insurance agency, candle manufacturing, or beauty salon – selling brings some hard realities that you as a business…

When it comes time for agency perpetuation or succession planning, many independent insurance agency owners want to keep the business in the family.   According to the Liberty Mutual 2023 Agency Growth Study, internal perpetuation – or transferring agency ownership to a family or…

More than 90% of executives believed the pandemic would change the way they do business over the next five years, according to a 2020 report from McKinsey, while two-thirds said it would be the most challenging moment of their executive career. Since then, crisis after crisis has stacked…

“Success is one thing, impact is another.” This quote from former NFL linebacker Ray Lewis serves as a sort of mantra for Jeff and Eboné Granger, the husband-wife team at the helm of Granger Financial.  Click here to learn more about the Agent for…