Author Archives: Kevin

First Choice Announces the Newest Member of our Team!

First Choice Agents Alliance is proud to welcome Scott Mudger to the family, as the VP of Personal Lines and Agency Development, effective March 18th, 2019. Scott is an experienced Business Development Sales Leader with a diverse background in the insurance industry. He has worked alongside exclusive and independent agencies and spent the most recent 24 years with Nationwide Insurance where he held numerous roles. His experience includes partnerships and leadership responsibilities in claims, claims management, catastrophe management, product underwriting, financial sales, merger and acquisitions, and sales management.

For the last 13 years, Scott served as a Sales Manager collaborating with agencies in South Carolina and Georgia. His passion is to build true and lasting relationships with the focus of increasing agency revenue through coaching, training, marketing, and accountable business planning. Scott has earned a number of conference awards and National Sales Manager Awards during his career at Nationwide.

Scott and Kim, his wife of 25 years, reside in Blythewood, SC with their two children, Carson and Callie. Carson is 21 and a junior at Presbyterian College majoring in Business Administration. Callie is 17, a junior in high school, and an avid competition cheerleader who is working hard on her college decision. Scott lives by the motto of the 4 F’s – Faith, Family, Fitness, and Fun. In his free time, he enjoys a competitive golf game.

Your agency’s BIGGEST technology decision AND expense – Don’t Wait!

 

Nationwide Insurance Agents,

as you transition into the world of independence, one of the most important decisions you can make is what agency management system is right for you. No two systems are created equal and each one needs to be evaluated to fit your needs. The number one comment we hear from agents is, “I wish I would have started sooner.”

At the First Choice Agents Alliance Annual Conference, you will have the opportunity to meet with the top choices in agency management systems, all in one place. They will do live demos, hold breakout sessions and have consultants available to help you understand the important factors in making your decision. Where else can you meet with five choices in one location?

·        Vertafore

·        Applied

·        EZLynx

·        Hawksoft

·        Agency Matrix

Please join us for the First Choice Agents Alliance 3rd Annual Member Meeting and Strategic Partner Showcase

Monday April 29th – May 1st, 2019

Sheraton Hotel Charlotte, 555 South McDowell Street Charlotte, North Carolina

Meeting registration for non-member agents and staff is $349.00 per person for the two and a half day event. If you decide to join the group before the end of 2019, we will credit you this expense. This cost does not include room cost.

Come see what all the excitement is about!

Register Here

Click Here for Meeting Agenda

To learn more about the benefits of First Choice membership, please visit our website at www.fcaalliance.com and watch the attached webinar at http://webinar.fcaalliance.com. Also, please see the attached documentwith some of our most Frequently Asked Questions. Once you have watched the webinar, please reach out to Keith Captain at keith@fcaalliance.com to discuss membership.

First Choice Agents Alliance Announces Key Note Speaker

“Show me the Money!! What’s being left on the table”

John Fear

Regardless of what your product is, positioning it for long-term, profitable growth will be dependent on your business’ ability to focus on the “3Rs” – Retaining existing clients, Rounding out their products and services and then enlisting those clients as a Referral source for new business. During this energy filled discussion, we will discuss how each of these elements can be implemented in your agency by taking advantage of the variety of tools and relationships at your disposal.

You will walk out of this presentation with ways to immediately implement these solutions in your day-to-day operations.

 

John Fear has worked in the insurance industry for 30 years in the areas of Life & Annuity, Small Commercial, Boiler & Machinery, Field Operations, Process Engineering and Personal Insurance. In 2007, John left the corporate life to start his own consulting firm – Premier Business Consulting.

As National Director of Agency Development at a Fortune 100 Insurance Company, John conducted hundreds of workshops for agency owners and developed and facilitated sales training sessions throughout the country for hundreds of Producers and CSRs. He has consulted with dozens of agents across the country, focusing on improving sales and maximizing operational efficiencies.

Since starting his own business, he has been a featured presenter at several National Sales Meetings for major insurance companies and Independent Agency organizations. Those experiences have given him an outstanding knowledge of, and insight into, real life solutions that effectively meet agency needs. His workshops enable agents to meet and exceed their business objectives by incorporating sound business principles into their everyday operations.

John, his wife Cheryl and their ten-year-old Cairn terrier Sasha live in the Adirondack Region of New York State where they are owners of The Adirondack Inn which has been recognized each year with Trip Advisor’s Certificate of Excellence.

Please join us for the First Choice Agents Alliance 3rd Annual Member

Meeting and Strategic Partner Showcase Monday April 29th – May 1st,

2019

Sheraton Hotel Charlotte, 555 South McDowell Street

Charlotte, North Carolina

Meeting registration for non-member agents and staff is $349.00 per person for the two and a half day event. If you decide to join the group before the end of 2019, we will credit you this expense. This cost does not include room cost.

Come see what all the excitement is about!

Register Here

To learn more about the benefits of First Choice membership, please visit our website at www.fcaalliance.com and watch the attached webinar at http://webinar.fcaalliance.com.

Why choose First Choice Agents Alliance?

1)  Our #1 goal is to help you increase your agency revenue.
2)  100% commission on directly appointed carrier codes.
3)  Immediate profit sharing and growth bonus opportunities (No minimum DWP requirements).
4)  Over 98% of current participants are EA’s (with over 100 members and growing!).
5)  Level set maintenance fees that are not tied to revenue.
6)  Experienced leadership (we know your world!).
7)  Fully trained brokerage staff.
8)  Earn dividends based on FCAA profits.
9)  Enhanced commissions on E&S and Flood business in most cases.
10)  Agency E&O options through Liberty Mutual (plus commission).
11)  FCAA sponsored annual meetings with carriers, agency management system vendors, lead generation vendors, etc. (Network with your peers).
12)  You OWN the business!
13)  Contracts with commercial and personal lines carriers on a National and Regional basis, including Nationwide.
14)  We have the expertise to assist you with technology and marketing.
15)  Our partnership with Wingman Insurance provides you the ability to offer a premier Cyber Insurance program to your customers.

For more information click here to watch a 30 minute webinar with our COO Diane Wagner.  

Top 4 Reasons to Embrace Independence!

  By Diane Wagner, COO, First Choice Agents Alliance.

Change is coming and now is not the time to stand in place. It is the time to act and prepare for the opportunity ahead. Embrace the potential that independency offers your agency as you make the transition from Exclusive to Independent agency.

This new world is NOT for the faint of heart. There are a number of strategic and tactical things to consider as you make this change for your business (and personal) life.  Are you up for the challenge? Do you have the time and resources to learn new systems and ways of doing business? From a strategic standpoint, do you have a plan? Does it include the foundations for success:  Growth, Profit and Perpetuation?

 

 1. The Sky is the Limit!

This is your business and the sky is the limit. What is your vision for your agency in five years?  Ten years? What about the end game? Down the road, will you sell, perpetuate? Start building a plan with your vision in mind, from 30,000 feet.

Create a strategy to help bring you to your end game in bite-size pieces. Create 90-day plans with execution at a high level. Hold yourself and your staff accountable for the results you desire. Ask yourselves weekly, “Is what we are doing today as an agency bringing us closer to our plan or further away?”

 2. You Get to Do What You Love!

What type of business do you enjoy writing and what would you like to write more of?  If commercial insurance is outside of your comfort zone, are you looking to hire? A strong mix of business is a key to growth. Again, the sky is the limit and the past is the past.

What insurance company contracts will you need to achieve this vision and how will you feed those new relationships?  If you don’t know it already, in the independent world, the insurance companies expect to be fed!

 3. You Have Choices!

Start the evaluation of whether you will join a group or go it alone.

Take your time, don’t be swayed by one-time offers, such as reduced fees, to join now. There is plenty of time to properly evaluate the best program for your agency. This is a very important decision in the life of your agency and it should not be taken lightly.

What are the features and benefits of the groups you are considering for your agency based on your plan? What is the return on the investment? Joining any group should be an investment. Know your numbers and what the specific financial return will be. Understand what the contract says. What are your obligations and how specifically do you exit if it’s not the right program for you? Make sure you are in no way jeopardizing your existing contract!

 4. You Can Decide on Your Technology.

Invest in your agency management system now.

The purchase and implementation of an agency management system is a massive undertaking and is a critical decision in the life of an agency. Don’t wait to be pushed into the deep end of the pool! Go now, go slow, and learn. The swimming will be a lot easier for you and your staff. This is not an area to skimp relative to time or investment. Do your homework. Every agency’s needs are different. What may be a good system for one may not be for another. There is no time like the present.

Diane Wagner is the Chief Operating Officer for First Choice Agents Alliance. She has 35+ years in the insurance industry, including 13 years as owner of a SIAA territory. She can help you build your plan for independency and evaluate any aggregator / cluster opportunities you might be considering.

First Choice is an aggregator group run by Nationwide agents with a mission to help Nationwide make the transition to independency. It’s important to know who you are aggregating your books of business with prior to making that decision.

We are here to help. Do business with people you know!