Member Spotlight: Premier Planning Services Ltd.

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 […]

Member Spotlight: Russell Insurance & Investments

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 […]

Member Spotlight: KLT Insurance – North Ridgeville, Ohio

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 […]

Member Spotlight: Buckeye Insurance Partners

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 […]

Member Spotlight: BCA Insurance Group

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 […]

Member Spotlight: Myers-Ziemke Insurance Agency

  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 […]

Member Spotlight: Bay Shore Insurance Agency

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 […]

Agency Spotlight: Beacon Insurance Group

What’s the biggest challenge your agency has gone through over the last year? My lease was up at our old office space and I needed to find a new office location. This took a lot of time. I wanted to find office space that wasn’t bigger than I needed, but big enough to allow us […]

Agency Spotlight: Navigate Risk Advisors

Navigate Risk Advisors is based in Westlake and owned by T.J. Worsencroft What’s the biggest challenge your agency has gone through over the last year? Our new business production far exceeded what I thought I would produce that first calendar year. In fact, we grew three times as fast as I planned. This caused a problem […]

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