Agency Operations

Perpetuation (noun): the continuation, without end. Succession (noun): a following after. No matter which word you use, do you have a plan?

Independent agents Ryan Smith, Heath Patterson, Carrie Ryan and Kristin Ryan share their personal experiences with insurance agency perpetuation.

Ever hear the adage, “The two happiest days in a person’s life are the day they buy their boat and the day they sell it”? The same is true of the insurance professional who views acquiring another agency through rose-colored glasses.

For the last quarter century, Gibson has achieved the elite status of Best Practices Agency by applying a surprisingly simple formula.

Earlier this year, NetVU named Cathy Hall Volunteer of the Year. Although she was “humbled” by the award, Hall believes she’s just one part of a greater whole.

With the massive amount of damage anticipated from Florence, here are several key questions to ask your clients if they plan on hiring a public adjuster.

Insurance agents need to be prepared for the range of emotions their clients may experience in the aftermath of a communal disaster.

Significant errors & omissions claims have resulted from the marketing and procurement of personal umbrella policies—or lack thereof. Here are a few landmines to watch out for.

After 10 years in the retail industry, Leandra Heil was ready for a career change—but wasn’t willing to relocate from her beloved hometown. A friend pointed her in the direction of a local agency, and nearly six years later, she has no intentions of leavi

Nearly 40 years after leaving his career in politics, new Big “I” Chairman Joe Leahy’s advocacy work lives on in his involvement with the independent agency channel.