Once an Agent, Always an Agent
I renewed my insurance license today. I don’t plan on using it again… but at 33, you never really know.(What I do know is I never want to take that exam again 😅) I renewed it for a couple reasons:…
Tag RiskAdvisor
Stop Writing Everyone
Why Defining Your Ideal Client Will Save Your Agency I made the jump from Captive in 2016 when I started my scratch agency, BlueLake Insurance (acquired by Mappus Insurance in 2018). Prior to that, I had spent time at All-State-Farm-Bureau…
Trust First: A Quote Flow That Converts
Friendly Disclaimer If your quote flow works, keep it. Don’t fix what isn’t broken. Nothing here is one size fits all. Take what helps and skip the rest. Want more and better opportunities? Warmer leads, cleaner data, higher close rate?…
Why Online Raters on Your Website Aren’t Always the Answer for Insurance Agencies
Ever clicked “Get a Quote” online, only to realize the number you see isn’t the real deal? That’s the problem with most online raters. Insurance shoppers today expect instant answers. But here’s the kicker: sometimes those “instant” quotes are half-baked,…
Canopy vs. Gaya: Why Data Intake Still Wins
Let’s be honest. If you’re in personal lines or small commercial, you’ve probably hit this moment at least once this week: You’ve got all the client info, but now you’re retyping it into the rater… and then the carrier portal……