Client Retention

3 Workflows That Are Stealing Your Day

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.

For Better Retention, Start in the Community

Agencies with the highest client retention are also the ones most likely to be giving back to their communities. Here’s how to build your community presence.

4 Tips to Improve Product Liability Submissions

In a market where carriers are inundated with submissions, agents can help their product liability clients secure the coverage they need by understanding carriers’ appetite and capitalizing on the opportunities they offer.