Strategies

A thriving team can be the key to a smooth and successful transition during an acquisition, engaging with new leadership and contributing to the long-term success of the business.

Avoiding a decision can feel like maintaining the status quo. In reality, standing still might mean falling behind, losing a competitive edge or missing new opportunities.

A client owns a car, which is titled in her name, and gives it to her stepdaughter to drive. How should the personal auto policy be written?

Social media is a great opportunity for agents to meet customers where they are. Here are three ways agents can use social media to promote their agency.

A client is planning a $400,000 house renovation. Would a builders risk policy be the best option to cover the renovation, or are there specific ISO homeowners endorsements that can be added?

Setting up business accounts and maintaining a consistent presence on various platforms can significantly boost your online visibility and engagement.

An insured has hired a company to demolish an old building, on which they have liability coverage, that has a common wall with the property next door.

By integrating generative AI and working with insurers and managing general agents (MGAs), agents can provide more tailored coverage options, accurate pricing, and faster quoting and binding for their policyholders.

The fire chief is a volunteer, and while volunteer activity is included in the policy, the agent believes that the position would still be excluded as a professional service.

Technology can spark innovation within your agency, but without careful planning the transition can disrupt workflows, overwhelm your team, and lead to a frustrating and delayed integration timeline.