Agency Operations

Tax planning increases an agency’s profitability without sacrificing critical assets like laying off staff or downgrading software.

In response to the hard market, the Big “I” national Young Agents Committee (YAC) and Trusted Choice® created the Young Agents Tactical Series. This podcast and short video series equipped emerging leaders with knowledge and resources to help better serve clients during a challenging time.

Our industry has been witnessing intense consolidation for at least the last decade, but we have never seen this type of activity at the top of the market. Will these mega deals usher in a new era of deal-making?

Agents who are considering taking the leap into agency ownership—or those who are already agency owners and are looking to up their game—should cultivate an entrepreneurial mindset.

With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.

Gonyo has worked every role in an independent agency—from working the front desk to producing—before starting her own agency at 32 years old with “minimal money in a tiny little office,” she says. Today, Blue Line Insurance has four branches and 15 employees, 14 of whom are women.

How should an agency prepare for an agency management system (AMS) being down for an extended period of time, such as after a catastrophe or cyberattack?

Seventy-three percent of independent insurance agencies saw an increase in their agency errors & omissions renewal premium in 2024.

A thriving team can be the key to a smooth and successful transition during an acquisition, engaging with new leadership and contributing to the long-term success of the business.

Avoiding a decision can feel like maintaining the status quo. In reality, standing still might mean falling behind, losing a competitive edge or missing new opportunities.