For independent insurance agencies, claims and compensation are two of the most critical aspects of daily operations. Efficient claims processes ensure clients stay informed during stressful times, while accurate[...]

Steve Jobs once shared that one of his most important lessons at Apple was taking a “longer-term view” of people. Instead of reacting immediately to mistakes, he asked how he could help employees learn from them. While[...]

Marketing your insurance agency effectively is key to attracting and retaining clients. Highlighting your knowledge, customer service, and dedication can set your agency apart, but the language you use in advertising[...]

Your website is more than just an online business card — it’s your agency’s digital storefront and often the first impression prospective clients have of your business. For independent insurance agencies, a[...]

Technology is transforming how small commercial independent insurance agencies operate — and those that embrace digital tools are gaining a clear competitive edge. As consumers increasingly expect fast, seamless digital[...]

Sales prospecting is a vital step in building and sustaining a successful independent insurance agency. At the heart of every strong sales funnel is a clear strategy to convert sales prospects into loyal, long-term[...]

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[...]

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[...]

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[...]

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[...]