William Jones

As the field clears in mergers & acquisitions, the door is ajar for independent agency owners to make an acquisition that could change the trajectory of their business.

Understanding inertia and applying the concept to seemingly routine life choices will enable you to understand and appreciate the forces that are influencing your current trajectory.

Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.

The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.

After leaving the family business—professional baseball—Garcia founded a grand-slam agency 25 years ago with his wife, Charlotte Garcia. A Best Practices agency for 17 years in a row, Rancho Mesa’s secret to success comes down to one thing … literally.

Margeaux Giles is CEO of Irys Cloud, providing a new generation of insurance management software focused on customer relationships, and has more than 15 years of experience in the insurance and finance space.

Across the real estate E&O sector, six-figure claims against property managers are becoming more typical.

The program includes auto, general liability, umbrella, property, crime, inland marine, equipment breakdown, professional liability, workers comp and conversion coverage.

In the employment practices liability market, the law that ended forced arbitration for sexual assault or harassment is likely to increase pressure on insurers responsible for paying for litigation in the short term.

A delivery driver had an accident while running an errand for his employer in his personal auto, but his carrier has denied the claim based on the public or livery exclusion.