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Insurance is a career I wholeheartedly encourage everyone to consider, especially women and members of minority communities. As CEO and managing partner at Breezy Seguros, I am continuously inspired by the creativity and human connection I experience in this industry. I want others to have the same…

For years, the commercial insurance team at Hummel Group relied on manual indexing and processing of our renewals. When a renewal policy came in, our quality control team would conduct screen-to-screen comparisons between the current policy and the renewal policy, looking for errors or unexplained differences. This step is necessary…

When my son introduced me to generative artificial intelligence tools, I dove right in and started using AI tools like a personal assistant. I was amazed by what the tools could do, especially when it came to creating communications. As a big Star Trek fan, I couldn’t help but think…

Camargo Insurance, winner of the 2023 Agent for the Future Award for Outstanding Small Agency was named the Rough Notes Agency of the Month in October 2024. This article is reposted from the Rough Notes cover story.  In January of 2019, a new, more-than-60-year-old agency opened…

When I took over as president of Camargo Insurance in 2018, I knew the agency was due for an overhaul. At that point, Camargo was made up of a few partners running the business and serving their clients. It was a great business, but that model was…

The insurance industry is in the midst of one of the hardest markets ever – thanks to a confluence of high inflation, severe weather, reinsurance constraints and rampant legal system abuse. The Liberty Mutual 2024 Agent-Customer Connection Study revealed that 83% of agents consider this the hardest…

My path to agency ownership wasn’t exactly glamorous. Like many people in the insurance industry, I didn’t originally plan to do insurance. It started with an after-school job when I was 16. Initially, I mostly did simple administrative tasks – opening the mail, filing, using the one computer that had…

Agent for the Future exists to help independent insurance agents succeed. Through the years, we’ve seen agencies innovate and evolve to meet the changing demands of the market while offering customers the ease, choice and expert advice they need to make wise insurance decisions. The Agent for…

When it comes time for agency perpetuation or succession planning, many independent insurance agency owners want to keep the business in the family.   According to the Liberty Mutual 2023 Agency Growth Study, internal perpetuation – or transferring agency ownership to a family or…