Tag: Business Planning

A Business Plan is Crucial for Independent Insurance Agencies

In the ever-evolving landscape of the insurance industry, independent agencies face a myriad of challenges and opportunities. Next year alone, artificial intelligence and machine learning are expected to be used more widely to improve efficiency and reduce costs. Insurtech companies are expected to continue to grow and offer new products and services. And cyber insurance […]

Planning for Next Year

Can you believe it’s the end of the year already?!?! In between getting ready for Thanksgiving and thinking about all the holiday shopping, have you thought about planning out the next year for your business? Now is a good time to start the planning process, even if it’s just jotting down some goals and targets […]

Help, our summer intern just deleted that really important file!

Dan, our summer intern, just deleted that super important presentation file that he spent a week putting together for our super important salesperson, Marc, for a super important client meeting. What now!? Backups can help mitigate an issue like this. However, just setting up backups without a plan doesn’t necessarily ensure the files will be […]