Insurance Account Rounding & Cross-Selling
You might be turning away good money without realizing it. You might also be leaving your clients exposed to coverages that you could have helped them purchase. If you’re not…
How Rose City Leveraged Agency Acquisition to Grow While Staying True to Their Brand
Pete Lackner and Bob Asher created Rose City Associates in 2012 by merging their respective agencies. A little less than a decade later, they were looking to sell, but they…
How Direct Market Access Can Change Insurance Brokers’ Results
Your clients need insurance. You want to sell them insurance. It sounds simple, but the reality is that it can be very challenging for independent insurance brokers to secure the…
The Benefits Of An Insurance Network Partnership: How Independent Brokers Succeed
As an independent broker, you’ve got some big competition. If you’re going to succeed, you need the right carrier access, cutting-edge technology, and winning strategies. A partnership can give you…
Top 10 Things to Know Before Selling Your Insurance Agency
ARE YOU THINKING ABOUT SELLING YOUR INDEPENDENT INSURANCE AGENCY? You’ve worked hard to build your company, but you can’t run it forever. Before you sell your agency, here are 10…
OLI Insurance Services announces company rebrand to Heffernan Network Insurance Brokers
Walnut Creek, Calif. – February 9, 2022. The organization formerly known as OLI Insurance Services, a wholly owned subsidiary of Heffernan Insurance Brokers, announced today the rebrand to Heffernan Network…
23 Proven Insurance Lead Gen Methods to get New Clients
Get Clients for Your Insurance Agency How do you bring in more clients for your insurance business?Potential insurance customers are everywhere, but how do you connect with them and share…
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[Podcast] Coverager: How Agents & Brokers Must Prepare in a Post-Pandemic New Normal
Steve Williams was a recent guest on the Coverager podcast discussing how agents and brokers must prepare in a post-pandemic new normal. Who is Steve Williams? Steve Williams is the…
Insurance Aggregators or Insurance Clusters–What’s Right for You?
Insurance Clusters vs. Aggregators Why Heffernan Network is Not Your Grandma’s Aggregator If you’re like me… then you started your insurance career by accident. I was recruited by a headhunter…
Q & A With Denise–Taking Over as the New Owner of An Insurance Agency
Taking Over As New Owner of an Insurance Agency In a recent article, we shared Hazel’s story on how she sold her insurance agency, HB Resources, through one of our…