Tony Caldwell's Blog

Insights on entrepreneurship and strategy for the insurance industry.

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Smart and profitable insurance agency staffing

You may already know this, but just to be clear, every independent insurance...
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Learn how insurance agencies can manage remote employees

The COVID-19 pandemic turned many employees into remote employees. Traditional...
Blog

Insurance Sales Tips from My Life’s Experience

All of us who are professional salespeople learned our craft over many years...
Company Newsroom

Tony Caldwell was elected Chairman of the Board of Oklahoma State Bank

Oklahoma City, OK – The Oklahoma State Bank announced that outstanding...
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Insurance agency profitability is not where you think

You may have seen a post making its rounds on social media that talks about how...
Growth Agent Insight

Go deep with these insurance agency growth strategies

The Coronavirus pandemic is creating many new opportunities, along with the...
Blog

Increase profit with a virtual insurance agency

In the modern era of agency management, many businesses wonder if going virtual...
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Why do you need insurance agency management software?

As your agency grows, and you try to make more decisions based on data while...
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Managing a Remote Insurance Agency Staff

In the modern era of agency management, many businesses wonder if working...
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A solid commercial insurance customer retention strategy is vital

Growing your commercial insurance agency requires having a strong marketing...
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A Virtual Insurance Agency is Not What You Think It Is

If you’re anything like me, you’re getting really tired of hearing about the...
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Key Performance Indicators for Insurance Agencies are the key to financial success and business growth

I remember having a disagreement with my partner over staffing fairly early in...
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What Does Data-Driven Insurance Mean to Insurance Agencies?

There is a lot of talk about the increasing importance of big data in business,...
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Insurance analytics are not as scary as you think, and the results will amaze you

In the first chapter, we discussed a number of key performance indicators that...
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Sell life insurance as account rounding and profit

Now is the time to focus on account rounding with life insurance policies. No...