Agency Operations

Building an independent insurance agency requires not just tenacity and carrier contacts, but the mindset that you’re steadfastly committed to the journey.

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.

As organizations move beyond experimentation, AI is beginning to reshape the underlying workflows that power insurance operations. The shift is less about adding another tool to the stack and more about fundamentally rewiring how work gets done across the industry.

This end-of-year episode of Agency Nation Radio is brought to you by the editors of Independent Agent magazine. Will Jones, editor-in-chief, hosts the discussion and is joined by Olivia Overman, content editor, and AnneMarie McPherson Spears, news editor.

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.