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4 Important Actions To Take Before You BID Insurance

At an auction, it's the bidding that pumps excitement into the event. It's the thrill of the chase and the victory of a win! So if bidding works at an auction, why not bid insurance?


On the surface, insurance can appear to be a commodity...something that is easily bid out.


Let's face it, we would love it if insurance was that easy.


But insurance is complicated and typically not fun which is why we depend so much on the trust we have in our agent to help us protect the things that are important to us.


This COVID Testing & Advice Solution Takes Pressure Off Employers

As we begin workplace re-entry, California employers are expected to have COVID-19 protocols in place to help ensure that the workforce re-enters healthy and stays that way.

People want to know that a business owner's protocols align with CDC guidelines. They may even expect the business owner to prove it.

As business leaders, we are feeling the pressure.  Why should we shoulder the weight of implementing these brand new COVID-19 requirements alone?

Where can we check in with an expert authorized to help guide and confirm our decisions?

Best Practices in Communicating Good (and Bad) News!

How we communicate, both when things are going well and through difficulty, is a critical part of the ongoing process of building trust. It's an art to master.

Every email, voicemail, text, and face to face (or Zoom) meeting, works to either strengthen, or weaken, our "more-fragile-than-we-think" business relationships.


Best Practice - Good News

How To Succeed When Things Change

In this unprecedented era of quarantine and stay-at-home orders, we are all certainly going through a time of difficult change and uncertainty. The changes are coming in rapidly. It’s frustrating. There’s anxiety.

That said, at one point, this storm will pass. And when it does, where will we be?


Some Winning Harvard Graduation Advice

On May 29, 2019, Professor Jonathan L. Walton, challenged Harvard's graduating class regarding "change". He said, "Change is inevitable. Growth and maturity are optional."

Change has power.

6-Step Workplace Re-entry Plan Checklist

As we come closer to the, much anticipated, “home stretch” to workplace re-entry, our attention turns to the policies and procedures we’ll need to have in place as the doors begin to open.

To save time, here’s a beginning… a quick overview of the steps that will drive this process.


How to Start Building a Plan for Workplace Re-entry


Track state or regional orders

New, Easy, Affordable, Paperless COVID-19 Compliance

There’s no question that the COVID-19 pandemic is one of the world’s newest workplace risks…a risk surrounded by great expectation.

Employers are now generally expected to have a COVID-19 protocol in place to help ensure that the workforce re-enters healthy and stays that way. People want to know that the employer’s protocol can be verified and that it aligns with CDC guidelines.