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From the Blog

• August 22, 2024

  Three Reasons Why You Should Use Declination Forms

  ​A coverage declination form is a document that agencies should use as part of their workflow process for situations when a client declines coverage. The client signs the form to acknowledge that they reviewed the coverage with their agent and that they are declining to purchase coverage.

• December 19, 2023

  Why You Should Perform a Book of Business Review

  One crucial aspect that insurance agencies should prioritize is performing a comprehensive book of business review.

• November 12, 2023

  Boost Your Operations with an Operational Agency Evaluation

  Our Operational Agency Evaluation is FREE! It's so simple to take the evaluation

• October 27, 2023

  The Benefits of Hiring a Consultant to Work with Your Independent Agency

  In today's rapidly evolving insurance industry, staying competitive and efficient is crucial for success.