You may come for our top contracts, but you will stay for the service!

#ThursdayThoughts: What Do You Know About E&O?

I decided to devote this Thursday Thoughts blog on E&O Coverage. Why? Because as a FMO we throw the words “E&O Coverage” around to any agent that wants to contract expecting them to already have coverage or know what we’re talking about. But I’ve received a few calls asking ab
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E-Contracting: Out With the Old and In With the New

You may have recently received our email announcing the launch of our Brand New E-Contracting platform.  In this week’s Tech Tuesday Blog I wanted to put a spotlight on this new way to get contracted, and share a little bit of what’s improved, and why we decided to improve it. Let’s T
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Am I an Insurance Agent or a Consultant (and, which do you want to be)?

All these years later and the battle rages on between being known in your community and professional circles as a product-based salesperson or a process-driven consultant. Different strokes for different folks I suppose, and far be it for me to tell you how to build your reputation or
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#TechTuesday: A New Carrier Data Security Initiative – What’s It Got To Do With Me?

If you’re an agent working with Aetna, you may have recently received an email about the new Security Requirements.  At the beginning of July, Aetna started to randomly select agents, who were accessing their website, to download a program called AlertSec ACCESS.  We have gotten a few
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#ThursdayThoughts: OMG…AHIP!!

How much do you really know about AHIP? While some agents might be experts, others might not know where to start. So here’s a little guide to help you out this year! What is AHIP? AHIP stands for America’s Health Insurance Plans. (How many of you really knew that? Like, really?) Withi
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#TechTuesday:  Say “Trello” To My Little Friend

In this SPECIAL Bonus Addition #TechTuesday mini-series, we’ll look at an app that was shared with us at a marketing workshop that has quickly become a Marketing Department, and an Office wide favorite: Trello. So what is Trello? Trello is a way to put all your to-do lists, sticky not
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#ThursdayThoughts: I Submitted My Contracting; Can I Write An App Now?

As a starting point let’s sketch out the process that you, the agent, would go through prior to requesting appointment with a carrier for a specific product. The question in the title of this blog is just one of the common questions our Contracting Team gets during the onboarding proc
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#ThursdayThoughts: Avoid the “Summer Slump”

Oh…No!! It’s here…Summer! We commonly hear from agents that the summer is a slow time for sales. Most agents blame the “summer slump” – a time where potential clients are not interested in buying a product because they are too busy with summertime a
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#TechTuesday: E-Apps – The Same… But Better!

Back in April we started looking at several different tools agents are using to build their digital briefcases in a blog post titled: How’s That (Tech) Been Working Out for Ya?. Over the past couple of weeks we’ve been highlighting different tools we use. This week we’ll take a look a
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The Importance Of Scheduling

The calendar. Invented in 4AD and has helped people schedule their day for centuries. Okay, so I’m exaggerating…but the calendar has been around for the non-literal forever and STILL people are not using it! If you find that you’re constantly losing time or there are “just not enough
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