Moving a book of business can protect client relationships, strengthen carrier partnerships and improve agency profitability. However, that can only be achieved when the strategy is clear and the execution is disciplined.
When you start with someone when they’re small and grow with them, they often become fiercely loyal because they remember who showed up for them.
With commercial lines competition intensifying, the onus is on independent agents to present the best picture of a client’s risk.
This moment calls for disciplined, consultative leadership. Here are four ways to do it.
Independent Agent magazine speaks with an agent from each revenue category about their experiences with the Best Practices Study and how their business operates.
For small and midsize independent insurance agencies, 2026 is the best and the hardest time to market a business. The industry is steady, technology is smarter and customers are always within reach. Yet, staying visible in a nonstop digital world takes more energy than ever.
Keeping an existing client is far more cost-effective than chasing down a new one. Here are six steps to retain more clients and keep costs down.
After years of navigating higher premiums, stricter underwriting and reduced capacity, the insurance industry is on the verge of another market shift.
Wetenkamp’s career in insurance was unexpected. After working at In-N-Out Burger and at the DMV, he took a job with AAA Insurance when they started offering DMV services. This opened his eyes to the opportunities for career growth and serving the Hispanic community.
From the long-lasting impact of the pandemic to the turmoil of the hard market, personal lines consumer preferences are shifting. Here’s how independent agents can keep up.
