Agency Operations

Independent agencies are targeting growth while reshaping operations to better serve clients, according to the biennial study.

When ending a client relationship, agencies should focus on risk management, agency protection and maintaining coverage continuity during the transition.

As hurricane season begins, many insurance advisors are spending more time having flood conversations with homeowners living outside traditional coastal markets.

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.

It’s essential to create and maintain healthy boundaries. These clear expectations not only support your well-being but also enhance client service.

How are shifting trends impacting independent agents’ personal lines strategies? And what do clients want from their insurance relationships? Here are seven trends for the future of personal lines insurance.

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