William Jones

Drawing on guidance from underwriters, claims specialists, agency consultants and defense counsel, here are a series of quick, practical steps agencies can take to reduce E&O exposure.

Building an independent insurance agency requires not just tenacity and carrier contacts, but the mindset that you’re steadfastly committed to the journey.

Marrissa Winkelman entered the world of insurance in 2012 when she started as the receptionist at Webb Insurance. Understanding quickly that the position wasn’t the right fit for her, she moved to the back office, where she focused on insurance and working her way up.

It’s essential to create and maintain healthy boundaries. These clear expectations not only support your well-being but also enhance client service.

Providing timely, accurate certificates of insurance is essential to keep clients’ projects and contracts moving. Yet, for many agencies, handling these requests has become a significant bottleneck.

How are shifting trends impacting independent agents’ personal lines strategies? And what do clients want from their insurance relationships? Here are seven trends for the future of personal lines insurance.

Passing your standard operating procedures through the 7-Eleven Test turns know-how into repeatable, transferable instructions.

To address the talent shortage, here are five successful, replicable strategies already in motion to recruit the next wave of insurance talent in 2026 and beyond.

AI may reduce manual work, but it does not reduce the need for skilled people. In fact, it increases it.

Before Susan Erickson took the helm of her insurance agency, she was busy weathering the waves of the commercial fishing industry.