Agency Operations

How an intragenerational workforce is working together to help breathe energy into the industry.

People are growing up in a world where their primary forms of communication include texting, Snapchat and Instagram. Unfortunately, with these forms of communication, agencies open themselves up to significant potential exposures.

An unlikely trio of specialties is an unbeatable combo for this agency: for-hire trucking, movie theaters and residential construction. At 98%, commercial lines are the firm’s focus, half of which is property-casualty; the other half, employee benefits.

By not handling documents in the best way possible, many insurance agencies waste time, lose documents and even make themselves susceptible to fines for noncompliance. Learn how to avoid the three most common mistakes.

If your agency needs to use an interpreter to communicate with a customer, do you know what you need to document about the exchange?

It shouldn’t be news to anyone that technological advancements are shaping the world around us. But because new technology changes the way we live, work and play, independent agents need to keep up to date.

Is there a recommended follow-up policy that preserves workflow? If we have been following up with clients, are we stuck in that precedent forever?

Here are three stories from independent agents who are taking part in the successful perpetuation of not only their individual businesses, but the independent agency system as a whole.

Your agency is a barn find for a private equity buyer. Consider a staged internal perpetuation to create a legacy and maximize your earnings.

Is there such a thing as too many carrier appointments? Two independent agents debate the issue.