Agency Operations

Declaration of Independents

Sharon Robles is just one year into an independent agent career after 18 as a captive agent—and she’s already earned 50% of the revenue it took her nearly two decades to build with her prior employer.

Why Ethical Courage Matters in Insurance

Ethics Awareness Month is the perfect time for a reminder that insurance professionals must have ethical courage to operate effectively in the insurance industry.

Agency Management System: First Line of E&O Defense

Effectively utilizing an agency management system can reduce potential E&O exposure, position an agency to build a quality defense against allegations and ultimately lead to overall revenue growth.

Agency Profile: Calming Presence

The husband-and-wife ownership of this small firm ($1.4 million in revenue) in the Denver area focuses on niche markets and bringing in new talent.

Declaration of Independents

Born and bred in New Orleans, Keith Oufnac returned home to join Eustis Insurance after his early career took him all over the map.

Mixed Signals: to Advocate or Not to Advocate?

It may seem like a natural extension of the service agents provide to customers, but advocating on behalf of the customer on claims can create E&O problems for you in the long run.

Declaration of Independents

A community service mindset prevails at Pathfinder Insurance, and co-owner Laurie Dempsey leads by example.

Agency M&A Update: Seeing Double

Agency mergers & acquisitions are happening at a record pace—and big agencies are getting bigger. Here’s what it means for the independent channel.

An Unlikely E&O Foe?

What does the clear upward trend in E&O claims carriers make against agents and brokers mean for your agency?

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