Agency Operations

​On this episode of Agency Nation Radio, Jessica Mulder, operations manager of Perspective Insurance in Sioux Center, Iowa, reflects on how she played a role in the purchase of three agencies in one year.

There are myriad of issues that can lead to a claim against accountants and E&O coverage provides the necessary protection.

The coronavirus pandemic played a dramatic role in the acceleration of technology in companies, leading underwriters to scrutinize businesses’ exposures and the safeguards they have in place.

Whether 2023 brings a short, shallow slump or a deep, drawn-out downturn, here are eight ways to recession-proof your agency for the challenges of the year ahead and beyond.

You and your customers have been battered these past few years by various catastrophes of near-biblical proportions. Your customers don’t just want a good year, free of missing coverages and underinsured losses. They need it.

Keeping up with the constant stream of digital tools can feel like drinking from a firehose. However, there are several things agency owners can do to ease the process and ultimately become a tech-savvy business.

In 2021, Perspective Insurance purchased three agencies. When Jessica Mulder was tasked with transitioning each agency and its data onto their agency management system, she knew “there were going to be set backs,” she says. “You had to have an open mindse

Katelyn Aitken Meyer, from Aitken & Ormond Insurance, discusses her expanding role from accounting to overall agency operations and IT, as well as tips for keeping family drama at bay.