Successful Agency

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!

The Successful Agency Promo (1)
HubSpot Video

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!

HubSpot Video

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!

HubSpot Video

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.  

HubSpot Video

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.