Agency Operations

“It’s all about embracing artificial intelligence (AI),” says young agent Audriana Misic. “Not to replace people but to make what we do more efficient and effective.”

“It takes a lot of work to do this job,” says young agent Yuliya Karpov. “This profession provides an opportunity to find harmony, to learn about yourself and what you need, then reflect and adjust accordingly.”

“The core value of lending a helping hand and never being too busy to help a producer … is everything I want in a mentor, especially as a guy that didn’t go to school for insurance,” says young agent Jackson Doyle.

“Everyone says insurance is relationship-based and sometimes that can just be a throwaway statement,” says young agent Kate Adams. “But when you’re up against a deadline, it’s six o’clock at night and you’re not going to get paid if you don’t get something done by 8 am the next day, you need relationships and connections.”

“I see more people my age coming into the industry,” says young agent Ander Urdaneta, “and with new faces comes new ideas—and with new ideas, the industry is just going to keep growing.”

Here are five ways to bring more personalization into a sales training model.

With the hard market, remote work dynamics, and evolving client expectations converging, the errors & omissions risk landscape is shifting fast. But what does this mean for your agency—and how can you protect yourself?

Workplace mental health and wellness impacts all aspects of a business: performance, culture, retention and the bottom line.

Consider these five strategies if stress and burnout is forcing you to consider selling your agency.