Independent agent growth + customer retention checklist

Navigate challenging market conditions with strategies that keep you growing

Independent agents have shown tremendous resiliency during this time of Covid-19, pivoting to meet customer expectations head on. This checklist is based on conversations with successful agents and research on current customer attitudes, wants and needs. Taking these actions will help you build your business and sell plenty of new products in the months ahead.

Small businesses. Big opportunities.

6 ways independent agents can win more small business clients

Online self-service platforms may make it easier for small business owners to buy online, but nothing beats having a dedicated independent agent who understands your business and knows what you need to stay protected. As an independent agent, you are in a strong position to connect with and offer unique value to small business clients. These tips will help you secure a bigger share of the small business market.

It’s Cybersecurity Awareness Month. Here’s what that means.

Understand the risks clients face and help them safeguard their businesses

October is Cybersecurity Awareness Month. Businesses are getting exposed to the facts and figures on cyber-related risks. While large enterprises tend to understand their vulnerability, the majority of small and medium businesses don’t consider themselves prone to cyber attacks. Here’s how you can step up as a risk management partner, help your clients understand the risks and save them from getting blindsided by unexpected loss.

Achievements

Customer Focused. Technology Driven. Relentless Execution.

Keep up the good work, Jessica!

Production Underwriter, Jessica, went the extra mile to provide a DP-1 policy for an agent looking to cover a customer with three property locations and different types of occupancies. Additionally, Jessica was able to find a solution for a customer in Polk County who uses a secondary residence as a business storefront for psychic readings ― that’s a successful bind averaging about $7,000!

“Trying to find solutions for these rare customer needs can be tricky, but it gave me the opportunity to provide quotes for unique cases and find the right carrier.”
— Jessica, Production Underwriter

Tips, Tricks and Tools

Put on your poker face.

Here’s a unique opportunity to participate in an upcoming professional development event sponsored by PEAK6 and National Flood Insurance, in collaboration with the Florida Association of Independent Agents. MacNeill Group has been a proud sponsor of FAIA and its Young Agents Council for many years, and we hope you consider joining this exciting (and free!) event.

Poker Power is a virtual tournament that teaches poker to women in the workforce to provide skills that help them succeed in business — and in life.

Are you ready for hurricane season?

Hurricane season is underway. Remember, you can find storm binding restrictions on our website. We update this information as we receive notice that restrictions have been put in place or are being lifted. Now is a good time to make sure your clients have the coverage they need. Now, comparative pricing is available in the MOUS® rater for NFIP and Private flood in Florida and South Carolina.

Quote now.

Upcoming Training Events

Upcoming training sessions

HO-6 Online Quoting

November 18, 2021, 10:00 a.m. Eastern

Watch your email for registration information.

USLI Online Quoting

Commercial lines training

Truckers GL, XL/CUP, The Office product

Presented by: Joanne Herishko
November 17, 2021, 10:00 a.m. Eastern

This session will include current market conditions, booming demand for services and key coverage features to help differentiate your message.

Non-profit products training

Health, Wellness and Sports

Presented by: Brian Smith
December 8, 2021, 2:00 p.m. Eastern

In this session, we will cover key classes that have grown over the past year and classes that are poised to make a comeback. We will discuss coverages, packaging options and target classes for 2021 and beyond.

Who to Contact

Send your request or question to the appropriate email address below. A team member will review your request and get back to you in a timely manner.

General Quote:	quote@macneillgroup.com
Request to Bind:	bind@macneillgroup.com
Endorsements:	endorsements@macneillgroup.com
Cancellations:	cancellations@macneillgroup.com
General Inquiry:	inquiry@macneillgroup.com
Flood Lines:	flood@macneillgroup.com