What is the biggest challenge your agency faced in the past year? The biggest challenge over the past year has been continuing to grow our agency while navigating through a “new normal” world and the hurdles it has thrown at us. For one, we have had many customers lose their jobs or become more price-conscious […]
What is the biggest challenge your agency faced in the past year? The biggest challenge the agency faced in the past year was moving the office to a new location. The logistics of locating a new office in another town and all the minutiae of moving that accompanies it was a lot to manage. Handling […]
What is the biggest challenge your agency faced in the past year? The biggest challenge we faced in the last year is coping with the Pandemic. We made keeping our customers and our staff healthy and safe our number one priority. It altered how we did business, meaning we locked the doors and only allowed […]
Premier Planning Services Ltd. is an independent insurance and retirement agency out of Fremont, OH. The agency is owned by Robert Mooney, Paul Kozak, Jeff Mooney, and Derek Warren. Lucinda Gutierrez manages the Property & Casualty Division. What is the biggest challenge your agency faced in the past year? The biggest challenge we faced was […]
Russell Insurance & Investments is based in Strongsville, Ohio. The agency is owned by Ron Russell, Jeff Russell, and other partners. Tony Larizza manages the agency operations, and along with Kristen Perzel handles all sales and servicing. What is the biggest challenge your agency faced in the past year? The biggest challenge that we faced […]
What is the biggest challenge your agency faced in the past year? The biggest challenges for KLT Insurance this first year has been learning to service policies without the trusted account manager that I had worked with the past five years. I did not realize how much I utilized her and how much she had […]
What is the biggest challenge your agency faced in the past year? The biggest challenge we’ve experienced over the past year was purchasing an agency and then integrating that book of business into my current business. Beyond the actual purchase, which involved quite a bit itself, we had to be efficient as we connected with […]
What is the biggest challenge your agency faced in the past year? The biggest challenge for us has been the way we conduct meetings with new and current clients, transitioning away from in-person meetings to virtual Zoom meetings. The current pandemic has forced us to change the way we present quotes to new prospects and […]
What is the biggest challenge your agency faced in the past year? The COVID-19 Pandemic is the largest challenge faced this year. Yet we all know life must go on. We hired a new producer as all of this was developing and the challenges involved with communication, training, and encouraging her were unique. With […]
What is the biggest challenge your agency faced in the past year? We put together a solid agency structure and culture. However, our biggest challenge has been trying to find effective insurance producers. While there are a limited number of insurance producers that could be available, it has been a struggle to find one with […]
