Hand in Hand: Do Your Research but Listen to Your Gut
Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.

Do your due diligence, but never ignore a gut feeling, especially with independent insurance agency mergers & acquisitions.
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.
After leaving the family business—professional baseball—Garcia founded a grand-slam agency 25 years ago with his wife, Charlotte Garcia. A Best Practices agency for 17 years in a row, Rancho Mesa’s secret to success comes down to one thing … literally.
Across the real estate E&O sector, six-figure claims against property managers are becoming more typical.
In the employment practices liability market, the law that ended forced arbitration for sexual assault or harassment is likely to increase pressure on insurers responsible for paying for litigation in the short term.
The greatest factor in pushing rates down is the new capacity that came in during the hard market in both the U.S. and London.
Here are two claim scenarios where employment practices liability policies saved the day for independent agencies.
For independent agents, Medicare provides growing market opportunities, the potential for year-round sales and the rewarding aspect of making a meaningful difference in people’s lives.
With more people being priced out of homeownership, build-to-rent is among the fastest-growing asset classes in commercial real estate.
Agencies that incorporate artificial intelligence (AI) into their tech strategy will have the edge. Here’s how you can supercharge your agency with AI.