AI
Where AI actually belongs in an insurance agency
Not in place of your agents. Around them, doing the work that keeps them from selling.7 min
Acquisition
Exclusive versus shared leads: the number that actually matters
Cost per lead is the most quoted figure in insurance marketing, and one of the most misleading.6 min
Mortgage
What a mortgage lead should cost a brokerage
Cost per lead is the wrong question for a brokerage. Cost per funded loan is the right one.6 min
Systems
Speed to lead is a systems problem, not a staffing problem
Hiring another agent won’t fix response times. Designing the backend will.5 min
Systems
Show rate: the metric between booked and sold
A booked appointment is a promise. Show rate is how many of those promises are kept.5 min
Insurance
Quote-ready: what home and auto producers need before they dial
The best personal lines leads arrive with the quote half done.5 min
Insurance
Preparing a Medicare agency for AEP before October
The Annual Enrollment Period lasts seven weeks. The agencies that win it start months earlier.6 min
Insurance
Building a health agency that doesn’t depend on lead vendors
Vendor leads can start an agency. They rarely scale one.6 min
Insurance
Why commercial lines acquisition takes longer, and pays more
Business owners buy differently. The system has to be designed for it.5 min
Strategy
Why you should own your acquisition system
Rented infrastructure is a cost. Owned infrastructure is an asset.4 min