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Last week caught us all a bit by surprise. 2 major acquisitions happened in the IA channel. Bold Penguin to American Family Insurance. And EZLynx to Applied. We focus today on the latter. Our big […]
You don’t bring on a new CEO unless you’re looking to set a new strategic vision. What is that vision? How will they actualize it? And most importantly…why? All questions Reid Holzworth and I wrestle […]
The #1 issue most insurance marketers face today: a disconnected marketing system. They spend so much time being data janitors, their creative time is crushed. But the holy grail of insurance marketing…a fully integrated system…isn’t […]
Spike Lipkin built a $500MM insurance agency…that is not a lifestyle business. He walked into insurance just a few years ago looking to solve the tech, data and connectivity issues that could, honestly, kill us […]
“We’re running our agencies wrong,” explains David Carothers. “Technology should be seen as a 24/7 cross-functional player in your agency that makes each and every one of you more capable every day. But most just […]
Data doesn’t mean anything unless it changes behaviors. But doing so must be done with care and intention. Too much pressure and you’ll create a culture of fear. Too little and you’re back in an […]
TLDR; Insurance behavioral data is not a nice-to-have; it’s a need-to-have for agencies who are focused on digital transformation and winning the long-game. Below is why. “Insurance behavioral data” is such a mouthful. I wish […]
Do you give up the relationship to scale? Or do you give up scale for the relationship? The question that faces so many indie agents today. A tough one considering that relationships have been the […]
TLDR; The Agency Management System was thought into existence almost 40 years ago. Is an updated version of a 40 year old system going to help the indie agent win the battle for online attention? […]
If your “IT guy” is only focused on managing your office hardware, you’ll want to listen to this podcast. Nate Manns, b atomic Salesforce architect, spits some truth on how that role has evolved. For […]