In today’s post-pandemic world, the value of real human connection has become more evident than ever — especially in the professional space. Organizing a networking event is one of the most effective ways for[...]

While retirement, financial gain, and life-changing events like divorce, disability, or death are common reasons independent agency owners choose to sell, there’s another growing factor that often goes unnoticed: stress[...]

A long-time customer calls your independent agency with a simple claim question. Instead of feeling heard and valued, they’re transferred multiple times and asked for the same information repeatedly. Meanwhile, another[...]

With recent Federal Reserve rate cuts, many independent agency owners are rethinking how to grow their businesses. As borrowing becomes more affordable, some are considering debt financing as a means to support[...]

What happens to your insurance agency when you're ready to retire or can no longer run the business? For independent agency owners, that question is at the heart of perpetuation planning — a crucial yet often overlooked[...]

If you’ve been feeling stuck or unfulfilled in your current job, especially during uncertain times, it might be time to consider a career change. While many industries struggled through the pandemic, others — like[...]

In today’s competitive landscape, building long-term relationships with your clients is more important than ever — especially in the insurance industry, where in-person meetings are increasingly rare. Retaining your[...]

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[...]

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[...]