In today's digital-first world, phone communication remains a vital tool for connecting with customers. In fact, nearly 80% of consumers say phone calls are important when communicating with businesses — especially for[...]

In the aftermath of the pandemic, businesses continue to face significant workforce challenges — from adjusting to remote work to weathering economic instability. While many companies strive to avoid workforce[...]

Winning new clients is an exciting part of growing your business — but signing a client is just the beginning. To build long-term success, you need a solid strategy for client retention. Developing strong client[...]

Many independent insurance agency owners wonder if Employment Practices Liability Insurance (EPLI) is a necessary expense. Unlike Errors & Omissions (E&O) insurance, EPLI is not a required policy. However, if your[...]

Running a small business comes with daily obstacles — some minor, others more daunting. But how you respond to these challenges ultimately shapes your path to success. Flexibility, perseverance, and the right mindset[...]

The rise of remote work during the pandemic has brought many changes to the workplace — and not just in how we work, but also in how employment risks are managed. One key issue gaining attention is remote work[...]

For many retail insurance agents, reinsurance might seem like something only carriers need to worry about. But in today’s hard market, rising reinsurance costs are a major driver of increasing premiums—and that impacts[...]

As independent insurance agencies navigate the second half of 2025, many are exploring new ways to accelerate growth and stay competitive. One of the most impactful tools available is a bank loan. From funding[...]

Starting an independent insurance agency is an exciting opportunity — but just like your clients, your business needs proper protection. Before you sell a single policy, it's essential to have the right insurance in[...]

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[...]