Insurance agency operations

Research report

The agent-customer connection: Gaps and opportunities in the hard market

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Insurance Agency Perpetuation

The perpetuation playbook: Mapping the future of your agency

What is your insurance agency’s perpetuation plan? Learn how agencies are planning for the future, and chart your course.

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Webinar: The agent-customer connection

Watch this webinar to hear insights from a panel of industry experts about the outlook for the hard market and what agents need to know.

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Article

How to choose a vendor in the age of AI

With all the different options out there, choosing a vendor can seem overwhelming. Here are things to consider when deciding which solution is right (and safe) for your agency.
Article

What independent agency leaders need to know about cybersecurity and third-party risks

Cyberattacks are a real threat to insurance agencies and the clients they serve. Here's what agency leaders need to know.
Article

10x in 5 years: How we built growth through people, partnerships and purpose

Agency owner Blaine Prejean shares how he grew his agency from just over $1M in premium in 2020 to nearly $15M today.
Article

Meet the 2025 Agent for the Future Award winners!

Meet the 2025 Agent for the Future Award winners! We're excited to introduce this year's group of forward-thinking agencies and agents.
Video

Building a memorable brand for your insurance agency

Building a memorable brand for your insurance agency begins with understanding what makes you different. Get quick tips for building yours.
Video

How independent agents can stand out in a competitive market

How independent agents can stand out in a competitive market using smart tools, specialization, and authentic customer connect..
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