New technology offers enormous potential for independent insurance agencies looking to improve efficiency, boost productivity, and better serve clients. However, without a well-thought-out integration strategy, even the[...]

For independent insurance agencies, selecting the right technology is more than just a strategic decision — it’s a vital one. As agencies grow and adapt to evolving market demands, technology plays a central role in[...]

Looking for a refreshing way to recharge your team and make a positive impact this summer? Planning a community service event could be the perfect answer. It’s not only a great excuse to step away from the desk, but it[...]

Branding might seem overwhelming — especially when you’re managing everything solo as an independent insurance agent — but it’s a key factor in your long-term success. A clear and consistent brand not only makes your[...]

While digital marketing may dominate the conversation, direct mail has made a notable comeback — and it’s proving to be highly effective, especially for independent insurance agencies. This traditional marketing method[...]

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.