Agency Operations

“It’s all about embracing artificial intelligence (AI),” says young agent Audriana Misic. “Not to replace people but to make what we do more efficient and effective.”

“Spanish is my first language,” says young agent Deuel Romero. “I got into the industry when I saw a huge opportunity with the underserved demographic of the Hispanic business owner community.”

“It takes a lot of work to do this job,” says young agent Yuliya Karpov. “This profession provides an opportunity to find harmony, to learn about yourself and what you need, then reflect and adjust accordingly.”

“The core value of lending a helping hand and never being too busy to help a producer … is everything I want in a mentor, especially as a guy that didn’t go to school for insurance,” says young agent Jackson Doyle.

“Everyone says insurance is relationship-based and sometimes that can just be a throwaway statement,” says young agent Kate Adams. “But when you’re up against a deadline, it’s six o’clock at night and you’re not going to get paid if you don’t get something done by 8 am the next day, you need relationships and connections.”

“I see more people my age coming into the industry,” says young agent Ander Urdaneta, “and with new faces comes new ideas—and with new ideas, the industry is just going to keep growing.”

In response to the hard market, the Big “I” national Young Agents Committee (YAC) and Trusted Choice® created the Young Agents Tactical Series. This podcast and short video series equipped emerging leaders with knowledge and resources to help better serve clients during a challenging time.

A desire to keep her family’s fourth-generation agency family-owned drew Megan Carroll into the business. 2/12/2025 5:00:00 AM

In 2017, Carroll became a part owner and president of Stein Agency, a process in which she has stepped up professionally and grown into a leadership position while learning the ropes of agency management and p&c insurance.

The panel emphasize the need for clear expectations and deadlines to maintain effective communication with underwriters in a digital working environment.