Agency Operations

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

While the advantages of artificial intelligence (AI) can be significant, these benefits come with risks. Here are five ways to manage your agency’s exposure.

The heroics tax is the compounding cost an organization pays when it relies on individual effort to compensate for broken or absent systems. Here’s how to stop paying it.

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

Will Canterbury is an entrepreneur in the truest sense. From running a lawn care business to pursuing a music career to selling furniture, Canterbury has done it all.

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?

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.

Catastrophe season can stretch even the most experienced insurance professionals to their limits. Between managing claims and fielding urgent questions, staying organized and efficient becomes key to success.

Inaccurate coding can be a costly mistake. Here are the workers comp class codes that are most frequently reclassified by The National Council on Compensation Insurance (NCCI) and what to use instead.