When starting an insurance agency, there are several important considerations to keep in mind. Some of the key factors to think about might include:

In the world of business, indicators are metrics that can be used to measure the performance and health of a company. In the insurance agency space, two types of indicators commonly used are lagging indicators and leading indicators. Lagging indicators are metrics that reflect the past performance of a company. They are called “lagging” because…

As an insurance agency, it’s important to keep an eye on key metrics in order to ensure the company’s success and growth. Some metrics to consider include: Overall, these metrics can provide valuable information about an insurance agency’s performance and can help the company identify areas for improvement. By tracking these metrics over time, the…

Insurance agencies often struggle with collecting and using data to accurately value policies. Here are some key challenges they may face: Overall, collecting and using data to value policies is a complex and challenging task for insurance agencies. By addressing these key challenges, insurance agencies can improve their ability to make informed, data-driven decisions and…

A good dashboard is essential for an insurance agency to effectively manage its operations and make data-driven decisions. A well-designed dashboard provides key information and insights in an easy-to-understand format, allowing users to quickly and efficiently access the data they need. Here are some key features that a good dashboard for an insurance agency should…

As an account manager in an insurance agency, my day is typically filled with a variety of tasks and responsibilities. Here is a typical day in my role: Overall, a typical day as an account manager in an insurance agency is busy and varied, with a focus on providing the best possible service to our…