Charlotte Santa Cruz

Considering selling your agency? First step is finding legal and financial counsel that know your company and industry well.

A booming business is something to be proud of, but it’s nothing without friends and family to lean on when they’re most needed. I’m now taking steps to strike a better balance.

Employees need to understand the intangibles of insurance policies with the help of an attentive adviser who will present the best possible suite of solutions.

Clients rarely reveal their dissatisfaction before starting to shop around for a new agency partner. Here’s how to protect your business.

Digital tools can streamline and speed up tedious processes. But don’t let technology overshadow the power of personal relationships and service.