Resources

Strategies for Attracting and Retaining Clients

In the highly competitive world of insurance, attracting and retaining clients is vital to the success of your independent agency. Whether you’re just starting or looking to grow your existing client base, having a well-rounded strategy is key. This guide will provide you with actionable insights to not only bring in new clients but also keep them loyal to your

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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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Why Businesses Should Add Music and Pickleball Events To Their National Conferences

As budget season approaches for businesses, event planners are looking for ways to make the most of their event budget while keeping attendees engaged and excited. One increasingly popular trend in conference planning is incorporating fun activities and live entertainment into the itinerary. While some may think these extra activities are unnecessary expenses, allocating a budget for music and Pickleball

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Find Your VIBE: The Power of Branding

Your brand’s tone of voice is essential to the success of your business. It is how your brand communicates with your audience, influencing how your message is received. But how exactly do you determine your brand’s tone of voice? As a business owner, you will want to establish a tone of voice that is confident, authoritative, and practical. This will

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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.