Magazine

If you had 8,000 clients who are largely affluent Californians, you might think it’s impossible to stay in personal contact with them. But B&B Premier tries very hard to do just that.

Sharon Robles is just one year into an independent agent career after 18 as a captive agent—and she’s already earned 50% of the revenue it took her nearly two decades to build with her prior employer.

By: Volume 112, No. 3

Changing agency management systems is no small feat. But you can emerge unscathed—and more productive—if you understand the key essentials and plan accordingly.

Newer supersized software systems offer agents more features, more functions, more flexibility. But can one size really fit all?

Effectively utilizing an agency management system can reduce potential E&O exposure, position an agency to build a quality defense against allegations and ultimately lead to overall revenue growth.

Insurance agents and agencies that write group health insurance policies are business associates and must comply with HIPAA and HITECH rules and regulations.

Many independent insurance agencies use acquisition to fuel growth. As opposed to corporate takeovers, it can be a more ideal solution when one privately owned company simply absorbs another—but it does create a marketing challenge.

The husband-and-wife ownership of this small firm ($1.4 million in revenue) in the Denver area focuses on niche markets and bringing in new talent.

Born and bred in New Orleans, Keith Oufnac returned home to join Eustis Insurance after his early career took him all over the map.