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Optimizing Insurance Agency Growth

PSM Brokerage

Start by tracking: Key Performance Indicators (KPIs): Lead conversion rates, client retention, policy volume, and average revenue per client. Know what youre stepping into: Startup Expenses: Licensing, branding, marketing, and initial hires. Scaling your agency isnt just about doing moreits about doing it right.

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How Insurance Agencies Can Start Adopting AI in 2025

Agency Revolution

As the insurance industry evolves, the idea of independent insurance agencies and brokerages embracing artificial intelligence (AI) is no longer a futuristic conceptits become a necessity to stay relevant. In fact, according to Agency Forward, 79% of principal agents planned on adopting AI by 2025 (Source: Agency Forward ).

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How to become an insurance agent? Ultimate guide

Friendly Agent

You may find various types of personal insurance and commercial insurance policies. There are Property and Casualty, Life/health insurance, and more. As with every business owner or health worker, a license is required. Most folks choose to take their insurance pre-license course online.

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Shield Insurance Agency is Now Hiring!

Shield Insurance Agency

Shield Insurance Agency is Now Hiring a full-time Insurance Customer Service Rep and Account Manager for our main office in Hudsonville, Michigan. Shield Insurance Agency in Hudsonville, MI is now hiring! Quote and issue policies for personal lines. It’s a great place to work!

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Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

Standardize Procedures: Document every process within your agency, from client onboarding to policy renewals. A CRM helps track client interactions and policy renewals, ensuring smoother operations. Review Compliance: Ensure your agency is fully compliant with all regulatory requirements, including licensing and certifications.

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Driving Without Insurance in Florida

TGS

Heres what you could face: Fines and Fees: A first offense can result in a fine of up to $500, plus additional reinstatement fees to get your license and registration back. License and Registration Suspension: Your drivers license and vehicle registration can be suspended for up to three years.

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Pro Tips for getting insurance Carrier Appointment for a new agency

Friendly Agent

So you have taken your insurance exam and got a license to sell insurance. Now, you want to start selling insurance? Before you do, you need to get an insurance carrier appointment. What is an insurance carrier appointment? How to get a direct insurance carrier appointment as a new agent?