Magazine

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

“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.

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.

Last year, Scott Gray was honored with the Barney Burns award at the 2025 Big “I” Legislative Conference for his dedication, passion and leadership in government advocacy for the independent insurance agency system.

Language breakdowns among independent agents tend to occur when there is inconsistency in how language is applied internally and externally.

Drawing on guidance from underwriters, claims specialists, agency consultants and defense counsel, here are a series of quick, practical steps agencies can take to reduce E&O exposure.

Building an independent insurance agency requires not just tenacity and carrier contacts, but the mindset that you’re steadfastly committed to the journey.

Marrissa Winkelman entered the world of insurance in 2012 when she started as the receptionist at Webb Insurance. Understanding quickly that the position wasn’t the right fit for her, she moved to the back office, where she focused on insurance and working her way up.