Agency Operations

Without a framework to guide decision-making, escalation and accountability, even the most promising AI initiatives risk stalling—or worse, creating hidden exposure.

Here are three practical ways agents can use AI for promotion without feeling overwhelmed or losing control.

As organizations move beyond experimentation, AI is beginning to reshape the underlying workflows that power insurance operations. The shift is less about adding another tool to the stack and more about fundamentally rewiring how work gets done across the industry.

This end-of-year episode of Agency Nation Radio is brought to you by the editors of Independent Agent magazine. Will Jones, editor-in-chief, hosts the discussion and is joined by Olivia Overman, content editor, and AnneMarie McPherson Spears, news editor.

As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?

The rise of AI is poised to transform independent insurance agencies however, increased adoption is prompting essential discussion regarding the errors & omissions implications of its use by agencies.

Marianne Policastro-Wik is leading her agency, a 2025 Best Practices Agency, through thoughtful “modernization,” paying careful attention to embracing technology without losing the human touch.