Successful companies are building connected infrastructures that automate commission reporting, track book-of-business in real time, surface compliance gaps and help agents identify customers who need outreach.
The Big “I” 2025 Market Share Report shows that independent agencies place 61.5% of all U.S. property & casualty insurance, a clear sign of the channel’s continued strength.
By using clear language, tailored messaging, data-backed insights and relatable examples, insurance agencies can guide their clients to strategic protection.
To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.
Fourth of July celebrations involve grilling, fireworks and outdoor gatherings. But behind the red, white and blue is a spike in risk.
Proactive conversations with clients about catastrophe risks can surface potential coverage gaps and open the door to more forward-looking planning.
Agents can help find a way to deliver comprehensive protection and streamlined service to small businesses that face unique challenges.
A pallet manufacturing company has a business auto policy that renews in November and a commercial umbrella policy that renews in April.
Agents must strike a balance between recommending suitable coverage and refraining from providing opinions on whether specific losses are covered under a given policy.
“Spanish is my first language,” says young agent Deuel Romero. “I got into the industry when I saw a huge opportunity with the underserved demographic of the Hispanic business owner community.”
