Welcome to Our New Video Series: The Successful Agency!
Every other week we will be releasing new short episodes from our insurance industry experts to shine the light to your success!
Episode 8 • 2.5 Minutes
What Made You Get Into Insurance?
Does anyone get into the insurance industry on purpose, or do you sort of just fall into it? Enjoy this fun video!
Episode 7 • 3 Minutes
What is One Thing You Wish All Insurance Agency Owners Knew?
We asked some of our experts, "what is one thing you wish all agencies knew?" Hear what they had to say in this quick and interesting episode!
Episode 6 • 3 Minutes
AMS360 Features Agencies Should Be Using, But Might Not Be
We asked some of our experts, "what are some incredible features in AMS360 that agencies should be utilizing, but might not be?" After watching this episode, it will be very clear what you should be utilizing more in your agency!
Episode 5 • 2 Minutes
Consequences of Not Being Efficient in Your Agency
We asked some of our experts, "what are the consequences of an agency not being efficient?" If you think it's not costing you, think again!
Episode 4 • 4 Minutes
A Good New Years Resolution Agencies Should Have for 2023
We asked some of our experts during a meeting in our Charleston corporate office, what is a good New Years Resolution to have in 2023 if you're an independent insurance agency. Here is what they had to say!
Episode 3 • 4 Minutes
One Thing Agencies Can Do to Improve Client Experience
We asked some of our experts during a meeting in our Charleston corporate office, what is one thing agencies can do to improve their client's experience? Improving the client journey is a crucial element in the Foundational Elements for success. Here is what they had to say!
Episode 2 • 7 minutes
The Four 25's and Power BI with Financial Analyst, John Powell
Do you know how much of your income should be profit? Our financial analyst, John Powell talks about the four 25's and Power BI. This episode is one you won't want to miss.
Episode 1 • 13 minutes
How to Be Proactive in Your Financial Management, with Angela Adams
Angela Adams kicks off the series with a longer than 5-minute segment on what it means to be proactive with your financial management. This first episode is a special one that covers a little more ground. Watch as Angela shares mistakes we see agencies make. Plus, she dives into 3 things you can start doing right now to be more financially proactive. Learn about an 80/20 analysis, the four 25's and more.