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.
Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.
In this Q&A series, Independent Agent magazine and the Big “I” Agents Council for Technology spotlights women in InsurTech.
Here are five specific applications of AI-powered data analytics that can improve agency operations.
Here are four technology capabilities that can help you maximize revenue and build long-term client relationships in your commercial insurance book.
AI-based tools can solve many of the challenges confronting today’s insurance agents, helping agencies work smarter, serve clients faster and grow more efficiently.
It’s not just about workflow speed—it’s about perception. A quick response signals professionalism, urgency and care.
Marianne Policastro-Wik is leading her agency, a 2025 Best Practices Agency, through thoughtful “modernization,” paying careful attention to embracing technology without losing the human touch.
Catastrophe season can stretch even the most experienced insurance professionals to their limits. Between managing claims and fielding urgent questions, staying organized and efficient becomes key to success.
There are hundreds of clever ways that independent agency professionals across the country are investing the regained time. Across them all, one thing is clear: The extra hour is always time well spent.
Agencies that embrace technology have the ability and opportunity to handle larger and more complex accounts and, ultimately, secure larger premiums.