


Why the “Collaborative Team Model” is Essential to Insurance Agency Survival
Why is the Collaborative Team Model Essential to any Insurance Agency’s Survival? This model increases efficiencies, reduces cost, and assigns the proper employee to the proper tasks. The collaborative team model can be done by training new employees, monitoring their...
If Your CSRs and Account Managers are Overworked, It May be Time to Implement Download
As an Agency Principal, We’re Betting You Have a Full Plate. You are probably hearing complaints from your account managers and CSR’s about being overworked, not having enough time in the day, or that they are drowning! This challenging market has...
Accelerate 2022 Recap
We had a great time at NetVu Accelerate! We hope the conference energized you as much as our team. Everyone was overdue for some facetime and sharing of innovative ideas. Be sure to follow along as we expand on the classes taught by Angela Painter, Kevin Dickmann,...Test buzz
Improving the Client Experience Successful agencies have a consistent and seamless experience across all touchpoints and marketing channels, amplified with a clearly defined purpose at its core. Watch this week’s Lighthouse Buzz from Angela Adams, to learn more...
Touch with Tech
“Happy Birthday… if you received a special gift on your special day, call us so we can make sure it is protected!” This is the message I received from my personal insurance account manager on my birthday. From my experience in the industry, I know this was a canned...
How’s Your Resolve?
January is coming to an end. How are those New Year’s resolutions coming along? That week between Christmas and New Year’s Day inspires dramatic future aspirations, but few can convert that enthusiasm into determination and execution. Studies show that 75% of people...
Employee Spotlight – Stephanie Sherman
We are fortunate to have some of the most knowledgable, professional, and hard-working individuals in the Insurance Industry. We would like to introduce you to some of them. Spotlight: Meet Insurance Specialist Leader Stephanie Sherman When and why did you start work...
Employee Spotlight – Elizabeth Meyer
We are fortunate to have some of the most knowledgable, professional, and hard-working individuals in the Insurance Industry. We would like to introduce you to some of them. Spotlight: Meet Consultant Elizabeth Meyer When and why did you start work with Angela Adams...