Agency Operations

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.

Now is the time for new agents to develop expertise around Hispanic customers and for established agents to diversify their books. Recognizing and adapting to the growing market opportunity is essential.

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.

Before buying or selling an agency, thinking about errors & omissions issues beforehand will help avoid difficulties down the road.

Adopting the latest innovation goes hand in hand with big changes—and that can be difficult.

Long-term relationships are central for brokerage saying “yes” to personal and commercial challenges in 190 countries.

Frank Pingelski credits his military career with developing his philosophy for serving insurance clients. Contingency planning for hazardous operations in the army “correlates a lot to the risk management side of insurance,” he says.

Getting tattoos, running for mayor and teaching in high schools are all part of a day’s work for independent agents leading their communities.

As the coronavirus pandemic created untold levels of instability across all levels of society, the Big “I” has been a hub of resources to help its members.