Agency Operations

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?

Who’s Going to Fill Your Shoes?

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.

3 Traits of Top-Notch Customer Service

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.

Declaration of Independents

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.

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