Technology and Tools

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

Many agents are not leaving because they lack earning potential. They are leaving because the day-to-day experience of doing their job has become unnecessarily difficult.

The heroics tax is the compounding cost an organization pays when it relies on individual effort to compensate for broken or absent systems. Here’s how to stop paying it.

When the gap is too big between documentation and the moment someone needs an answer, people don’t go to the manual. They ask around or guess.

As administrative roles shrink, experienced professionals are becoming more critical, and organizations are facing a growing gap between technological capability and human expertise.

Jackson Rollo did not grow up dreaming of insurance. But like many second-generation leaders, once he found his way into the business, he stayed because of the relationships, responsibility and real impact independent agents can have in their communities.

Technology, particularly artificial intelligence (AI) and automation, is now reshaping what it means to prepare an agency for transition.

Artificial intelligence (AI) allows employees to work smarter by eliminating mindless, repetitive tasks, but it is critical to realize its limitations and know that it is just one tool in your toolbox.