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[...]

Brain drain occurs when experienced employees retire or leave for competitors, taking invaluable industry knowledge with them. For independent insurance agencies, this presents a significant challenge. Many[...]

Social media has become an essential tool for independent insurance agencies to connect with clients, showcase expertise, and grow their business. With the rise of artificial intelligence (AI), managing social media has[...]

In today’s competitive business environment, a healthier workforce is a key driver of organizational success. However, the path to achieving this goal often encounters a significant hurdle: while employees aspire to[...]

For independent insurance agencies, selecting the right technology is one of the most important decisions they will face. Choosing the right partner to streamline operations and drive growth can significantly impact the[...]

Creating an effective homepage is crucial for independent insurance agencies aiming to stand out in the crowded digital space. Despite the growing importance of a strong online presence — accelerated by the COVID-19[...]

Independent insurance agencies thrive on a blend of high account retention and sustainable organic growth. One key strategy for achieving this growth is generating a steady stream of referrals, which are crucial for[...]

Small independent insurance agencies often face challenges when trying to compete for new leads and potential customers, especially in a market saturated with larger, more established firms. Google Ads offers a powerful[...]

In today's mergers and acquisitions (M&A) market, selling an agency presents a tremendous opportunity for owners to cash in on their most significant financial asset. However, as the saying goes, knowledge is power.[...]