Agency Operations

In many cases, agents are the first line of defense against potential fraudsters. What role do independent agents play in preventing insurance fraud? And what are the consequences if they don’t?

The spinning wheels phenomenon is caused by resistance to change, dysfunctional culture and assumed continuity—all dangers that can seep into agencies when owners are too busy putting out fires.

So much has changed, our nervous systems have been under attack, and, as we re-emerge, things feel rather disorienting.

Gathering and analyzing data to develop key performance indicators gives agencies the advantage in a competitive industry.

An important factor in restructuring any workplace will be how employees want to work. Here are 10 things to consider as more employees look for remote work options.

Recent history has shown what outside financing can do for an agency’s growth. Here are six ways partnering with an independent agency bank can take your agency to the next level.

Failing to match the old policy could result in catastrophic consequences for the client and a big errors & omissions claim.

Here’s a breakdown of the most common errors agents make when placing professional liability coverage—and how to avoid those situations.

How to craft thoughtful office reopening plans that balance the needs of the business and team members.