Agency Operations

As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?

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.

The leaders who excel in the age of artificial intelligence (AI) will be those who lean harder into the human touch when it matters most.

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.

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

By using clear language, tailored messaging, data-backed insights and relatable examples, insurance agencies can guide their clients to strategic protection.