Magazine

This moment calls for disciplined, consultative leadership. Here are four ways to do it.

As administrative roles shrink, experienced professionals are becoming more critical, and organizations are facing a growing gap between technological capability and human expertise.

Young agents are making their mark on the insurance industry. Learn what this next generation of agents has to say about where the industry is headed—and how they fit into it.

The gap between agency size and operational maturity is often where owners get stuck.

Jackson Rollo did not grow up dreaming of insurance. But like many second-generation leaders, once he found his way into the business, he stayed because of the relationships, responsibility and real impact independent agents can have in their communities.

“Once I realized the magnitude of the opportunity I had to carry on the legacy, to carry on that opportunity of helping generations of families and businesses, it became more than just a job for me,” says Robert Strachan.

Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.

In the age of AI, the question for insurers is no longer whether digital deception will impact their business, but rather how quickly they are prepared to respond.

Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.

Technology, particularly artificial intelligence (AI) and automation, is now reshaping what it means to prepare an agency for transition.