Agency Operations

For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.

Summer Cole’s insurance career began in 2003 in the commercial department of a local independent insurance agency, where she quickly fell in love with the industry. Like many in agency roles, she wore multiple hats, gaining hands-on experience in all aspects of agency operations.

Marrissa Winkelman entered the world of insurance in 2012 when she started as the receptionist at Webb Insurance. Understanding quickly that the position wasn’t the right fit for her, she moved to the back office, where she focused on insurance and working her way up.

It’s essential to create and maintain healthy boundaries. These clear expectations not only support your well-being but also enhance client service.

Providing timely, accurate certificates of insurance is essential to keep clients’ projects and contracts moving. Yet, for many agencies, handling these requests has become a significant bottleneck.

How are shifting trends impacting independent agents’ personal lines strategies? And what do clients want from their insurance relationships? Here are seven trends for the future of personal lines insurance.

Coverage responds to a deepfake event, providing technical analysis by a deepfake forensics firm, legal work to have the deepfake taken down from online platforms and crisis communications support from a public relations firm.

On this episode of Agency Nation Radio, Jennifer Becker, Big “I” executive director of research and education, is joined by Claudia St. John, founder and CEO of The Workplace Advisors.  During the episode, they explore how small independent insurance agencies can compete with large corporations for talent; whether artificial intelligence (AI) is helping agencies address staffing shortages or simply adding another layer of complexity; and what agency owners…

The most successful companies understand that attracting top talent isn’t just about offering the highest salary; it’s about leveraging creative strategies and building an authentic workplace culture.

Along with precise building valuations, Construction, Occupancy, Protection, and Exposure (COPE) forms the backbone of any commercial property risk assessment.