Customer Service

Ending a Client Relationship Without E&O Exposure

When ending a client relationship, agencies should focus on risk management, agency protection and maintaining coverage continuity during the transition.

Relationship difficulties. Hand cancellation agreement. Concept business vectorillustration.

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.

How to Serve a Non-English Speaking Client

Is your agency missing prime chances to write more business due to language barriers? But if you do expand your clientele, are you exposing yourself to increased errors & omissions risks?

Growing Your Book of Business in 2026

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.

Top 5 Most-Read Articles in Independent Agent in December

December looked at the 2025 Atlantic hurricane season, the impact of claims management on customer experience, state requirements for paid leave and time off. Plus, state regulations on artificial intelligence (AI) as well as a review of 2025’s top stories.