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.

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

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?

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.

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

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

Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.