Agency 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.

While the advantages of artificial intelligence (AI) can be significant, these benefits come with risks. Here are five ways to manage your agency’s exposure.

The rise of AI is poised to transform independent insurance agencies however, increased adoption is prompting essential discussion regarding the errors & omissions implications of its use by agencies.

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.

Inaccurate coding can be a costly mistake. Here are the workers comp class codes that are most frequently reclassified by The National Council on Compensation Insurance (NCCI) and what to use instead.

Agencies can reduce friction with their carrier partners to make claims and compensation more transparent, accurate and user-friendly.

Here are four ways that adopting a digital payments solution can improve customer experience.

When Michelle O’Connor and her husband started their insurance agency 25 years ago, they knew from the very beginning that joining the Independent Insurance Agents of North Carolina was a must.

With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.