Agency Operations

Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.

Moving a book of business can protect client relationships, strengthen carrier partnerships and improve agency profitability. However, that can only be achieved when the strategy is clear and the execution is disciplined.

With commercial lines competition intensifying, the onus is on independent agents to present the best picture of a client’s risk.

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.

Independent Agent magazine speaks with an agent from each revenue category about their experiences with the Best Practices Study and how their business operates.

The endorsement extends coverage to legal actions involving consumer protection statutes, even when claims are not tied to other perils—a risk often excluded by traditional media liability policies.

With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.