7 Steps to Implement Technology Changes in Your Agency
Adopting the latest innovation goes hand in hand with big changes—and that can be difficult.

Adopting the latest innovation goes hand in hand with big changes—and that can be difficult.
While there’s a strong business case for a diverse workforce, employers must focus on creating an inclusive culture to make a long-term impact.
Here are three stories from independent agents who are taking part in the successful perpetuation of not only their individual businesses, but the independent agency system as a whole.
Your agency is a barn find for a private equity buyer. Consider a staged internal perpetuation to create a legacy and maximize your earnings.
Perpetuation (noun): the continuation, without end. Succession (noun): a following after. No matter which word you use, do you have a plan?
Independent agents Ryan Smith, Heath Patterson, Carrie Ryan and Kristin Ryan share their personal experiences with insurance agency perpetuation.
Independent agents Zuri Malick, Kyle Dean and Kali DeWitt share their personal experiences with perpetuation.
To grow your business and fill talent holes, you need to consider who will make your organization stronger before you invest in hiring and training. Use the ATM method to make sure a candidate is the right fit.
Agency principals are far more likely to succeed when they build a perpetuation plan around people, agency value, capital and time.
Is the independent insurance system prepared to fill the perpetuation gap? Industry leaders debate the issue.