williamjones

A Deep Dive Into the 2024 Agency Universe Study

As the channel moves past the coronavirus pandemic and into the hard market, the 2024 Agency Universe Study examined how agencies are coping with growth, revenue, digitalization and carrier relationships.

How the Best Practices Process Opens the Door to Growth

To get an idea of how the Best Practices process can benefit your agency, start by picking one metric, review the results, and then use the proper tools or seek education to address the performance gaps.

M&A Market Contemplates Potential Tax Changes

Interest rates, property & casualty insurance pricing, and public broker valuations all play their part in influencing deal activity. But we may soon witness a more pragmatic impact—a change to capital gains tax rates.

A Craft Approach to Independent Agency MarTech

Building and optimizing marketing technology (MarTech) requires a mindset shift for agents. Fortunately, many agents may find that the approaches they take to other activities in their lives can be instructive.

4 Reasons to Cross-Sell Surety Bonds

Demand for surety bonds remains strong thanks to federal government legislation funding construction and other growth areas such as fraud mitigation.

From the Front Lines: Cyber Liability

“Small businesses are as vulnerable, or more so, than enterprise organizations,” says independent agent Robert Sargent. “However, many small businesses do not acknowledge their vulnerability.”

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