Agency Operations

According to the 2014 Agency Universe Study, principals aren’t paying enough attention to perpetuation. Here are nine more trends the new research reveals—and what they mean for your agency.

On a business trip to Oregon, I became miserably ill before reaching my destination. When I reached the hotel where I would be staying, a friendly gentleman greeted me with a smile.

As the son of a small business owner who emigrated from Cuba, Alex Dopazo, 36, has a connection with his agency’s commercial clients in South Florida’s multicultural milieu.

Is your agency stuck in a rut? Pledge to see things differently in 2015. Meet five agents who made changes that mattered to the bottom line.

Some organizations are able to achieve incredible things in implausibly short time frames, using “smartcuts” to rethink convention and accelerate success. IA talked to Shane Snow, author of the new book “Smartcuts,” to find out how.

Any misrepresentation in a life or health insurance application could give a carrier grounds to rescind a policy or deny a claim—possibly resulting in an E&O claim against your agency.

With a major service focus on technology companies, government contractors and nongovernmental organizations AHT is entrenched in helping clients understand related risks and choose the best insurance programs.

She was a college English professor advising corporate executives on how to be better writers. A few leaps of fate later, she opened an independent agency and eventually started WAHVE—a staffing company that outsources retired insurance professionals as r

The new Big ‘I’ Chair opens up about the industry’s biggest challenges, perpetuation and working with family.

Using a mobile workforce can increase productivity and bottom-line benefits. But leading and managing employees who are rarely in the office is far from straightforward.