Agency Operations

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

With over 25 years in integrated marketing and StoryBrand certification, Julie Furst cares deeply about continuous learning across every aspect of life and people, and about supporting the businesses she truly believes in.

Drawing on guidance from underwriters, claims specialists, agency consultants and defense counsel, here are a series of quick, practical steps agencies can take to reduce E&O exposure.

Building an independent insurance agency requires not just tenacity and carrier contacts, but the mindset that you’re steadfastly committed to the journey.

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.

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.

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.