Category: Commercial Lines

Offenhauser & Co. Case Study

November 7, 2022
Located in Texas, but primarily servicing four different states - Texas, Oklahoma, Arkansas and Louisiana - Offenhauser & Co. has been successful at landing accounts in […]

Sahouri Insurance Case Study

October 11, 2022
For over 50 years, Sahouri Insurance has been an insurance staple in the D.C. metro area. Providing clients with excellence by managing all insurance needs—commercial, […]

Content Cloud for Salesforce Info Sheet

October 8, 2022
Producers spend 30+ hours a month just looking for the resources they need to do their jobs. Now the most relevant content for your unique audience is dynamically […]

Budget for Success: Don’t Ignore the Front Office

October 3, 2022
What do you do when the budget discussion comes up every year? Run and hide Copy and paste the data from this year and hope it works for next year Add a few […]

Client Cloud for Commercial Lines

September 15, 2022
To really thrive as a P&C agent in the current landscape, you need something that sets you apart. Something that saves your clients time and money, and puts you in the […]

Zywave for Salesforce Info Sheet

September 8, 2022
Leverage the strength of two industry leaders teaming to create more efficient, strategic workflows powered by data and content to deliver a seamless client experience.

The Total Economic Impact of Zywave

September 7, 2022
As the competitive insurance industry continues to evolve and experience disruptions from the COVID-19 pandemic, the Affordable Care Act (ACA), and other legislative […]

Expand Your Service Offering with Employee Training Resources

June 16, 2022
An educated workforce is a safer, more productive workforce. That’s why as an insurance agent – whether you handle employee benefits or property and commercial […]

Analytics Cloud for Commercial Lines

May 20, 2022
What if there was a way to be a strategic business consultant for your all clients? Not just your top clients, but every single one of them? It doesn't seem like there's […]

How to Compete in Today’s Competitive M&A-Led Market

May 18, 2022
In order to thrive in today’s uber-competitive and acquisition-heavy insurance industry, insurers need to be able to embrace change. And that goes for carriers, […]

Home Loan Insurance Case Study

April 14, 2022
When a current client of Home Loan & Investment Company (HLIC) approached the agency for specific resources on a variety of topics including OSHA, loss control, and […]

5 Ways to Thrive, Not Just Survive, In Today’s Acquisition-Heavy Insurance Marketplace

April 14, 2022
As an independent insurance agency, you’re probably well aware of increasing M&A activity. According to OPTIS Partners' North American Agent & Broker 2021 […]

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