Every successful independent insurance agency eventually faces a critical question: What’s the plan for perpetuation? Ensuring a smooth internal transition requires careful planning, strategic financial structuring, and[...]

We’re proud to share that our CEO and President, Chris Fernandez, has been featured in Forbes for his visionary leadership and transformative impact in the insurance and technology sectors.

Recording phone conversations with insureds can provide critical documentation in the event of an errors and omissions (E&O) claim. However, it is essential to implement best practices for recording, storing, and[...]

Many people hesitate to buy life insurance because they don’t fully understand how it works or how much coverage they need. As an independent insurance agent, you can turn this hesitation into an opportunity by[...]

Referrals are one of the most powerful ways to grow your independent insurance agency. If your customers are happy with your service, you might wonder why they aren’t referring more people to you.

Artificial intelligence (AI) is making waves in the insurance industry, and while the initial hype is settling, its potential is undeniable. As AI continues to evolve, independent insurance agents must carefully[...]

The insurance industry faces ongoing challenges in attracting new talent, particularly younger workers. While much attention has been given to Generation Z, many other professionals are eager for a career change. This[...]

When an independent insurance agency takes over a client’s policy through an agent of record (AOR) letter, there may be concerns about potential coverage deficiencies. Some agencies consider adding disclaimer language[...]

Cold calling is largely ineffective, with less than 2% of calls resulting in a meeting, according to The Harvard Business Review. Meanwhile, text messages boast a 45% response rate compared to just 8% for emails,[...]

Mergers and acquisitions (M&A) within the insurance industry continue to surge, creating significant opportunities for both buyers and sellers. To maximize the benefits of this dynamic market, it's essential to[...]