Magazine

3 Questions to Confirm Who Owns Your Agency’s Data

Who really owns that data once it’s stored in a vendor’s system? What happens if an agency decides to switch platforms? And can agents freely connect their data across tools to build the client experience they want, or are they locked into whatever their vendor dictates?

Independent agency data who owns

Reflections From The 2025 Inclusive Agency Roundtable

In April, the Big “I” Diversity Council hosted the Inclusive Agency Roundtable, which brought together independent agents, company partners and industry leaders to discuss actionable strategies for creating more inclusive agencies.

Declaration of Independents: Marianne Policastro-Wik

Marianne Policastro-Wik is leading her agency, a 2025 Best Practices Agency, through thoughtful “modernization,” paying careful attention to embracing technology without losing the human touch.

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