williamjones

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.

In this Q&A series, Independent Agent magazine and the Big “I” Agents Council for Technology spotlights women in InsurTech.

Brokers who consistently deliver results do it by pulling the same five levers.

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

In the event of a claim—dog-related or otherwise—would the carrier be able to declare the policy void back to inception due to fraud or material misrepresentation by the applicant?

eight do’s and don’ts of headshots to help you make the most of your visual handshake

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.

Here are five specific applications of AI-powered data analytics that can improve agency operations.