Agency Operations

3 Ways to Successfully Navigate Change

In today’s uncertain circumstances, it’s critical for agents to evolve business operations and adopt technology to continue to serve customers. Navigating change requires an explicit focus on three core principles.

Agency Profile: McNeal, Sports & Wilson Risk Advisers

When Dutch McNeal and Sam Sports graduated from college in 2009, they were greeted by a recession and a decimated job market. When they discovered a local independent insurance agency with aging owners looking to sell, they took a “bucket shot,” as McNeal

Adversity Meets Opportunity

The story of how contingency planning led to the most profitable month in an agency’s history—during the COVID-19 lockdown.

4 Ways to Steer Clear of UM/UIM E&O Claims

Insurance agents need to be careful and take appropriate steps to avoid errors & omissions claims that allege they failed to offer uninsured/underinsured motorist and umbrella coverage.

Agency Profile: Denver Agency

At Denver Agency, it’s relationship first, insurance second. Founded in 1932, the agency’s goal—even during pandemics—is to stay true to the clients that have helped them stay true for more than 80 years.

Top Big ‘I’ Leaders Share COVID-19 Stories

Watch the video from Bob Rusbuldt, Big “I” president & CEO, and Jon Jensen, Big “I” chairman, that provides updates on the Trusted Choice® COVID-19 Relief Fund.

Advice for Going Digital Quickly, from Agents Who Already Have

Digital was once a long-term ambition for many independent agents. But as the pandemic continues to leave us all with more questions than answers, one thing is becoming clearer: Digital will play a large role in how we move forward.

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