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Top 10 Tips for Managing Your New Independent Insurance Agency

Starting your own independent insurance agency is a remarkable achievement. As you embark on this new journey, effective management will be key to your success. Here are ten essential tips to help you manage your new independent insurance agency and set it on a path to growth and profitability. 1. Develop a Clear Business Plan A comprehensive business plan is

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take your sales leadership to the next level

START YOUR PATH TO INDEPENDENCE

Bob Klein

Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA.

Living in North Virginia with his wife, Suzanne, Bob enjoys working out, watching baseball and spoiling his three grandkids.