Why SOPs are the Foundation for Smarter, Safer and More Scalable 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.
Agency Operations
Agents Using AI Save 4 Hours a Week, Says Liberty Mutual Study
Almost 2 in 3 independent insurance agents used AI on the job at least a few times in the past year, making agency governance all the more crucial.
3 Ways to Move AI from Pilot Mode to Performance
Applying artificial intelligence (AI) to isolated tasks makes it difficult to scale into meaningful growth. Here are three ways to take a more disciplined approach.
Declaration of Independents: Marianne Policastro-Wik
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.
The Human Side of Leadership in the Age of AI
The leaders who excel in the age of artificial intelligence (AI) will be those who lean harder into the human touch when it matters most.
How Agent-Driven Solutions Are Altering the Insurtech Landscape
InsurTech’s once-disruptive influence has done a full 180, shifting from sidelining independent insurance agents to empowering them as essential partners in transforming the channel.
5 Ways to Get Your Team on Board with New Tech
Successful agency principals don’t rely on vendors’ sales messages to convince busy teams to adopt new technologies—they demonstrate leadership, real value and time savings.
