Strategies

Here are four technology capabilities that can help you maximize revenue and build long-term client relationships in your commercial insurance book.

At Ivans Connect 2025, the Big “I” Agents Council for Technology (ACT) hosted roundtable sessions that went beyond tools and systems and centered on the people who use them, the friction they face and the future they want to build.

Strong security measures and client awareness are critical to maintaining trust and safeguarding assets.

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?

Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.

AI-based tools can solve many of the challenges confronting today’s insurance agents, helping agencies work smarter, serve clients faster and grow more efficiently.

Thoughtful leverage of artificial intelligence (AI) capabilities from both ends of the carrier-agent partnership has the potential to increase efficiency and effectiveness across the distribution system.

While there’s no way to guarantee your agency will never be susceptible to an attack on your systems or data, there are steps you can take to understand and increase the security of your client data.