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Like many independent insurance agents, I started out in the captive world. For a long time, that was just how it worked. Captive companies offered training and resources, so aspiring agents would start there, then go independent after they learned how to sell insurance. Instead of hiring and training new…

Applications are now open for the 2022 Agent for the Future Awards! Click here to learn more. At RISKSOURCE Clark-Theders, we have a plan for everything, including our workplace culture. Every year, we create an annual culture plan, based around a theme. For…

Majdas Touch Insurance won the 2020 Agent for the Future Emerging Leader Award. Here, the agency’s founder shares her journey of launching a fully digital agency.  Click here to learn more about the Agent for the Future Awards From the beginning…

Now in its third year, Liberty Mutual and Safeco Insurance’s Agent for the Future Award celebrates the most forward-looking, digitally savvy independent insurance agencies. This year’s award winners have cultivated new capabilities, accelerated their digital presence and pivoted to find new ways to attract and retain customers – all during…

Excalibur Insurance Group’s tech innovations earned them the inaugural National Agent for the Future™ Award in 2018. Here, Excalibur CEO Jeff Roy shares how his agency is continuing to adapt for the future. This year has driven changes in the independent agent channel faster than…

POWERS Insurance & Risk Management is a niche-focused agency. This year, we had planned to focus on four different niches: private client, cannabis, construction and hospitality. Historically, hospitality was our largest niche for premium. This year has been challenging, to say the least. However, POWERS, is on track to turn…

Historically, Castell Insurance has been a very brick and mortar, traditional agency. As a family agency in a small town, we are hyper community-focused and local. Until recently, we did nearly all of our business in-person. Every client had to come into the office even for simple tasks like signing…

In a society where people are surrounded by images everywhere, video can be a powerful tool for agents to build personal relationships with clients. People like to do business with people they know, like and trust, and video gives clients a sense of an agent far beyond what they can…

Imagine if your independent insurance agency was on fire – what would you have to grab on your way out the door to make sure your agency could still function? As a digital agency owner, my answer is simple: I wouldn’t need to grab anything. I would still be…