Agency Operations

In this bonus episode of Agency Nation Radio, Avery Moore, Brock Elliott, and Lisa Lemanski discuss how to maintain a positive culture during the hard market.

Five years ago, Dop’s grandfather passed away, helping her realize that “family is one of the most important things,” she says. The thought drew her into the family agency at a time in her life when she was about to get married and start a family of her o

Osiris Maldonado is making it her mission to educate her community about insurance and provide a stable, rewarding career to her staff.

A time will come when agency owners must decide whether they will sell externally to a third-party buyer or sell internally to family or key stakeholders.

When well-conceived and well-executed, a succession plan will allow you to enjoy retirement while leaving your business and clients in good hands.

On this episode of Agency Nation Radio, Robbie Moore, executive vice president, Blanchard & Calhoun Insurance in Augusta, Georgia, shares how his involvement with the Big “I” has helped him thrive in the independent agent channel.

Jim Schubert, CEO of Southern States Insurance in Alpharetta, Georgia, interviews Sarah Brown, president and CEO of Keller Brown Insurance Services in Shrewsbury, Pennsylvania, about perpetuating her parent’s independent insurance agency and how the pande

By leveraging resources to ensure their agencies continue to thrive, agents can spend more time doing what matters most: advising their clients and training the next generation.

The COVID-19 pandemic may make planning your exit look more appealing than ever.

Don’t be afraid to do old things in brand new ways, invest in education, and other lessons from over two decades in the industry.