Strategies

As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?

A commercial lines prospect has a limit on business income and business personal property (BPP), but not on the building.

People expect fast, seamless experiences when it comes to everything, including insurance. Are your carrier partners evolving to meet your customers’ expectations?

A commercial insured’s showroom was flooded after a demolition contractor broke a water line while demolishing an adjacent building.

Contingent compensation can be significant but unpredictable, particularly amidst the hard market and frequent catastrophes.

A homeowners client is building an addition on their secondary home, which is still occupied and furnished. The carrier says there is no coverage for theft of personal property.

Heavy rain overwhelmed a French drain outside of a commercial insured’s building, which caused water to back up into the building. The carrier denied the claim because the drain was exterior.

A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.