Strategies

Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.

Agencies with the highest client retention are also the ones most likely to be giving back to their communities. Here’s how to build your community presence.

Personal auto insurance telematics promises accurate pricing, safer roads and personalized policies, but adoption still lags. Here’s how to bridge the gap.

Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.

Many drivers assume summer road risks come from major crashes or severe weather—but most claims actually arise from minor, inconvenient, and largely preventable incidents.

For agents, the right managing general agent (MGA) partnership means access to markets and products that may not be found elsewhere.

A restaurant owner rents a building and has a tenant’s policy for contents and liability. A furnace caught fire and the owner says the tenant is responsible for the damage.

For agencies navigating growth, modernization, acquisitions, staffing changes or evolving client expectations, one of the most important shifts is for leadership to look beyond outcomes and to become more curious about the systems that create them.

An elderly couple built a one-story dwelling on their property for themselves and sold the property’s primary dwelling to their child.

Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.