Monthly Archives: January 2017

Social Media Alternatives

If you like to network through social media settings like LinkedIn and Facebook, there are other newer sites that you might want to consider also.  For example, it might be possible to get better access to your sales & marketing interests – even closer to your designated industry – by exploring a free membership in

I just joined and intend to check-out the viability of the features.   It was recommended to me by an “astute friend” friend, so I have the feeling that it will be interesting and useful for my purposes.  I am told that with, it is easy to locate people like myself (…although my Wife contends that I am truly one of a kind…) with common interests and needs.

I am looking at a couple of other ones and will do brief reviews on them in due time.  However, for the present, I will give a little time to sink-in.  It looks pretty straight-forward.


If & When You Want to Sell Your Agency

If you are an agent or agency, make sure you do your homework diligently before you join a premium aggregator aka agency network group.  One of the key questions to ask is:  “What would happen if and when I decide to sell my agency, especially to an agency that is not a member of your network?”   Make sure that you get very logical and understandable answers, in writing of course.  Actually, it should be addressed clearly in their membership agreement.

It is also a good idea to make up a few sample scenarios and present them to the network representative, asking for clear answers to cover each situation.  Again, get the answers “in writing”, email or whatever covers it for you – in addition to what is stated in the agreement.   Think of a few agency sales or mergers in the area, of which you have some basic knowledge. Use them as your examples to present to the representatives.  There are many different scenarios that could be involved.

Bottom line, take your time addressing this issue and all the others involved when considering membership in a network.

If you are in need of a list of key questions to ask, get in touch with me and I will provide you with my list – for free.

Phil Tuccy – 941-527-7823 –


From Your Thoughts to Your Destiny

Saw this today from Chris Paradiso, an Insurance Agency Principal at Paradiso Insurance –

Chris is a great “follow” on LinkedIn and other social media networks.

Watch your thoughts; they become words.
Watch your words; they become actions.
Watch your actions; they become habits.
Watch your habits; they become character.
Watch your character; it becomes your destiny.

Marketing Plans are not Difficult to Develop

When planning to write a marketing plan for your Agency, do not get caught up in thinking that it will be a daunting task.  While you need to take your time and think through the specifics of your plan, you should start by answering these basic questions first:

Who are you and what differentiates your Agency?

What do you do and where do you do it?

Who are you ideal clients?

What are your strategies to get your ideal clients to buy from you and bond with you, to stay with you?

If you start by answering these basic questions first, you will have established a strong foundation for a useful and effective marketing plan.