Written by: Cindy Scharf, Agency Consultant As an independent insurance agent, you juggle many roles—client advocate, team leader, business builder, compliance “cop”, and more. Balancing amazing customer service with effective…
A coverage declination form is a document that agencies should use as part of their workflow process for situations when a client declines coverage. The client signs the form to…
One crucial aspect that insurance agencies should prioritize is performing a comprehensive book of business review. The data in your agency management system is full of valuable information that can…
