Why SOPs are the Foundation for Smarter, Safer and More Scalable Operations
Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

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Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.
The story of InsurBanc is, in many ways, the story of the independent agent channel over the last quarter century—ready to evolve and adapt for whatever comes next.
Building trust is less about the technology than the policies, training and oversight behind it.
Independent agencies are targeting growth while reshaping operations to better serve clients, according to the biennial study.
Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.