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.

Everyone gets jazzed about customer branding. But it really begins with the brand inside your four walls: your culture.

Does your agency staff feel safe to admit mistakes before they become an errors & omissions claim? One of the worst E&O nightmares is someone hiding agency mail to avoid facing their mistakes.

Workplace mental health and wellness impacts all aspects of a business: performance, culture, retention and the bottom line.

Consider these five strategies if stress and burnout is forcing you to consider selling your agency.

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.

New technology investments must be viewed by organizations as an essential component of a culture that fosters innovation and empowers people starting out in the insurance industry.

Adopting the latest innovation goes hand in hand with big changes—and that can be difficult.

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t