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[...]

Referrals are one of the most powerful ways to grow your independent insurance agency. If your customers are happy with your service, you might wonder why they aren’t referring more people to you.

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[...]

When an independent insurance agency takes over a client’s policy through an agent of record (AOR) letter, there may be concerns about potential coverage deficiencies. Some agencies consider adding disclaimer language[...]

Starting an independent insurance agency is a challenging yet rewarding endeavor. Success requires providing clients with unique services and value that set your agency apart. While the journey can seem overwhelming,[...]

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 evolving independent insurance agency landscape, leadership is no longer reserved for top executives. Agencies are increasingly recognizing the importance of fostering leadership skills at all levels,[...]

Making the transition from a captive agent to an independent agency owner is a bold move that offers both freedom and new challenges. As your own boss, you’ll need discipline, vision, and strategic planning to build a[...]

Every independent insurance agency owner eventually faces a plateau. When business momentum slows down, it can negatively impact your confidence. However, plateaus are a natural part of the business growth cycle, and[...]

Effective communication is vital to the success of any independent insurance agency, and email remains a powerful tool for educating customers, fostering loyalty, and driving retention. However, managing a high volume[...]