"That Person is Always Lucky!"

Being lucky is simply the act of being prepared to take advantage of an opportunity when it presents itself. People that appear lucky are just simply better prepared for what life throws them. They are not worried about what happened in the past or what may happen to them in the future. They are positioned to seize an opportunity. They are on offense (because they fortified their defense). 

2021 seems to have picked up where 2020 left off…. Social and political unrest, the election that never ends. Oh, and there is still a pandemic. While there are ends in sight to these mind numbing events, they will continue to impact us for the weeks and months ahead. 

Many independent insurance agencies are doing well in these times. Every day, I hear of great success stories. Are these success stories because the agency or principal is lucky? I really do not believe so. These agencies were prepared to take a very difficult situation that is giving us lemons and they made lemonade. It might not have been intentional, but they were ready to make their own luck.

It is abundantly clear now that businesses in general, and this includes insurance agencies, simply must embrace the digital culture that is expanding across the consumer and in turn the business spectrum. 

The success of these ‘lucky agencies’ is because they were on offense. They had a well-rounded book of business. They represented top carriers that provided not only the right products, but also provided the right services to support their agency. They were also in the early to mid-stages of growing their digital capabilities.  Their agency had a technology focus. They were able to send staff home with laptops, VPN access, AMS in the cloud, VOIP and the ability to communicate with clients in an immediate and efficient manner. They were agile. They did not plan for a pandemic or other disrupting events, they were running their business, modernizing their business and because of that, they were lucky. 

If you are looking to be prepared to be lucky and ready to build a strategic plan for the digitization of your agency, please take some time to read Insurance Agency 4.0. 

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