Skip to content
  • Careers
  • Training Events
  • Newsletters
  • Blog
  • COVID-19
    • COVID-19 Newsletter
    • Employee Benefits
    • Message from our CEO
    • Updates & Resources
  • Contact Us
    • Chico
    • Hollister
    • Merced
    • Nevada City
    • Petaluma
    • Redding
    • Reno
    • Roseville
    • Sacramento Business Park Drive
    • Sacramento Cal Center Drive
    • Santa Rosa
    • Truckee
    • Walnut Creek
    • Woodland
Top Bar Menu
Request a QuoteSubmit a Claim
  • Client Login
    • Manage My Insurance
    • Risk Management Platform
    • Employee Benefits Login
Clients login
InterWest Insurance Services
Let Our Experience Guide You
InterWest Insurance ServicesInterWest Insurance Services
  • Home
  • About
    • Overview
    • Mission Statement
    • Our Team
    • Testimonials
    • News
    • InterWest Gives Back
    • Intern Program
    • Compensation Disclosure
    • CEO Message
    • Privacy Policy
    • Disclaimer
  • Commercial Insurance
    • Alternative Risk Solutions
    • Industry Expertise
    • Small Business Insurance
    • Surety
  • Employee Benefits
    • Health Care Reform
  • Personal Insurance
  • Client Services
    • Claims Consultation and Advocacy
      • Our Claims Team
      • Submit a Claim
    • HR Consulting
    • Reduce Your Total Cost of Insurance
    • Risk Management
      • Our Risk Management Team
      • Risk Management Platform
    • Safety Programs

Manage My Insurance
Risk Management Platform
Employee Benefits Login
  • Manage My Insurance
  • Risk Management Platform
  • Employee Benefits Login

  • Home
  • About
    • Overview
    • Mission Statement
    • Our Team
    • Testimonials
    • News
    • InterWest Gives Back
    • Intern Program
    • Compensation Disclosure
    • CEO Message
    • Privacy Policy
    • Disclaimer
  • Commercial Insurance
    • Alternative Risk Solutions
    • Industry Expertise
    • Small Business Insurance
    • Surety
  • Employee Benefits
    • Health Care Reform
  • Personal Insurance
  • Client Services
    • Claims Consultation and Advocacy
      • Our Claims Team
      • Submit a Claim
    • HR Consulting
    • Reduce Your Total Cost of Insurance
    • Risk Management
      • Our Risk Management Team
      • Risk Management Platform
    • Safety One-on-One
  • Careers
  • Training Events
  • Newsletters
  • Blog
  • COVID-19
    • COVID-19 Newsletter
    • Employee Benefits
    • Message from our CEO
    • Updates and Resources
  • Contact Us

Category Archives: Agency Operations

You are here:
  1. Home
  2. Category "Agency Operations"

What Insurance Agency Buyers Look for, Expect from Sellers

Agency OperationsBy InterWest Insurance ServicesMarch 21, 2023

Insurance agencies know this is a hot time for acquisitions and mergers as they watch peer after peer being purchased or folded into a larger operation. The transactions are in part being driven by an infusion of private equity into the independent agency marketplace throughout the country, which has been driving up agency valuations. And…

Mergers & Acquisitions Slow Among Insurance Agencies, Brokerages

Agency OperationsBy InterWest Insurance ServicesFebruary 21, 2023

After a decade of furious deal-making, insurance agency and brokerage mergers and acquisitions ebbed in 2022, likely due to rising interest rates and economic uncertainty, according to two new reports. A report by Optis Partners, an insurance industry consulting firm, notes that the number of M&As among insurance brokerages and agencies in the retail and…

Chasing Low-Loss-Ratio Clients

Agency OperationsBy InterWest Insurance ServicesJanuary 24, 2023

Many agencies that are focused on high growth can run into issues if they write business that drives up the loss ratios of their books of business. Brokerages with high-loss-ratio books can quickly see agency appointments revoked, their reputation sullied and shrinking options for markets with which to place business. That can translate into a…

Measuring KPIs to Improve Your Agency’s Sales Performance

Agency OperationsBy InterWest Insurance ServicesDecember 20, 2022

As your agency grows or if you are struggling to stay on a positive trajectory, it’s important that you know how well your staff is performing and how much you are spending to expand your book of business. Whether you’re growing or in an operational rut, you’ll want to make sure you are doing the…

Is Quiet Quitting Affecting Your Agency?

Agency OperationsBy InterWest Insurance ServicesNovember 17, 2022

First came the Great Resignation during the second year of the pandemic as people left their old jobs in droves to find greener pastures elsewhere. To some extent, that’s still going on, but there is a new breed of employee who, for whatever reason, has decided to “quietly quit” their jobs. But they aren’t actually…

Considerations When Planning to Join a Cluster

Agency OperationsBy InterWest Insurance ServicesOctober 18, 2022

This is the second part of a two-part series on the factors you should take into account if you are considering joining an insurance agency cluster. Last week we looked at a number of issues that an agency needs to consider when looking to join a cluster, including area of operations, account ownership and fees…

Loss-Control Services Boost Agency Profits, Client Retention

Agency OperationsBy InterWest Insurance ServicesAugust 18, 2022

When most commercial insurance brokerages are in early growth stage, they are focused on putting together a solid team of producers to grow their book of business at a fast, yet manageable pace. Many agencies continue on this path of maximizing their writings, but that can lead to customer neglect and missed opportunities to help…

Making Connections and Growing Your Business with LinkedIn

Agency OperationsBy InterWest Insurance ServicesJuly 20, 2022

If your insurance agency is not taking full advantage of LinkedIn to make connections and market your insurance brokerage, you are missing out on a great opportunity to grow your book of business. LinkedIn, as you likely already know, is the social media equivalent of Facebook for the business world and is a great tool…

Fine-Tuning Your Agency for Success

Agency OperationsBy InterWest Insurance ServicesJune 16, 2022

As we emerge from the COVID-19 pandemic and new volatilities arise, insurance brokerages have to be nimble and forward-thinking to be successful and continue growing. The pandemic has already forced most companies, including insurance agencies, to re-evaluate how they do business, and if the last two years have taught us anything, it’s that companies that…

How to Protect Your Agency’s Trust Account

Agency OperationsBy InterWest Insurance ServicesMay 17, 2022

Insurance agencies move significant amounts of funds through their accounts, particularly when they keep premium deposits in trust accounts before transferring them to insurers. As like any business that has significant cash flow, it’s vitally important for insurance brokerages to have their operations buttoned up tightly to protect against financial fraud. This is especially so…

123
California Insurance License #0B01094
Sitemap | © 2020 InterWest Insurance Services, LLC - All Rights Reserved.
Go to Top
This website uses cookies to improve your experience. View Policy ACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT