Magazine

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.

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.

From the long-lasting impact of the pandemic to the turmoil of the hard market, personal lines consumer preferences are shifting. Here’s how independent agents can keep up.

With the changing landscape in the personal lines market due to the hard market, personal lines agents may be thinking about diversifying their revenue.

With more demands on their time, agents want technology solutions that are easy to use, integrate with their existing systems and help their business grow. As InsurTech partners work to fulfill these needs, these three trends are evolving to meet agents’ needs.

When independent agents give product feedback to their technology partners, they’re not just solving the problem that’s in front of them; they’re contributing to the product’s long-term strategy.

By embracing InsurTech, smaller agencies can keep pace with the evolving insurance landscape and gain a competitive edge.

The famous phrase, “Coffee’s for closers,” from the classic motion picture “Glengarry Glen Ross,” is the perfect example of some of the sales tactics still used today. While perks today are mostly monetary, a CRM takes the same concept but digitizes the experience.