Magazine

Without clear, documented standard operating procedures (SOPs), discrepancies can hold an agency back in an era where nimbleness and scalability matter more than ever.

Here’s how independent insurance agents are prioritizing low-tech interactions for high-impact payoffs in marketing, sales and customer service.

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

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

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?

It’s not just about workflow speed—it’s about perception. A quick response signals professionalism, urgency and care.

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.

There are hundreds of clever ways that independent agency professionals across the country are investing the regained time. Across them all, one thing is clear: The extra hour is always time well spent.

Agencies that embrace technology have the ability and opportunity to handle larger and more complex accounts and, ultimately, secure larger premiums.

Running your agency is a lot like being the coach of a sports team. It’s about strategically selecting the right tools and teammates to position your agency for success.