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[...]

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[...]