Agency Operations

What are the restrictions an unlicensed employee has when talking with an insured? Is coverage the only thing they cannot discuss?

As we approach the year’s end, agents should take into consideration the numerous coronavirus-related tax changes that may have an impact on their 2020 tax filings.

For independent agents, choosing between a local bank or an industry bank for banking needs can be difficult. Here are some reasons in favor of choosing an industry bank.

This year’s benchmarking analysis examines four key areas in which independent agencies must go beyond day-to-day chaos to rethink the fundamentals.

One day, things will look and feel much more like they used to. Leaders, however, have an obligation to avoid returning to the old tropes.

Lin Moore was introduced to Big “I” Best Practices and sought out the program’s guidance on strategic changes to “drive profitability, create a vision and convey that vision to our associates,” Moore says. “We wanted to move forward, and Best Practices kn

Must the person signing a certificate of insurance be licensed in all the states where the insured has exposure? Or must the signatory be someone with internal agency authorization?

As an independent agency owner you are part of a community, and when it’s time to sell your agency you have to decide what type of legacy you want to leave. Here are five options to consider.

With a full suite of personal, commercial and employee benefit insurance products, Pilkey Hopping & Ekberg has been serving its community in Tacoma, Washington, for 124 years.