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Insurance Agency Operations

It’s crucial for agency leaders to work on their agency as well as in their agency. Taking a larger view of the agency’s strategy and goals will better position the agency to thrive now and in the future. Explore our insights and advice to learn how to optimize your insurance agency operations.

Insurance Agency Perpetuation
Curated Resources

The Perpetuation Playbook: Mapping the Future of Your Agency

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10 Ways to Level Up Your Insurance Agency in 2021 9

5 Ways to Level Up Your Insurance Agency in 2024

A new year offers opportunities to think outside the box to improve your agency’s operations.

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Want To Sell Your Insurance Agency? What’s Your Why?

4 Reasons to Do Periodic Agency Valuations

Do you know the value of your agency? Learn about the benefits of getting your agency valued by an objective third-party.

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Publication: Page

Selling vs. Perpetuation: How Independent Insurance Agencies Are Planning for the Future

Liberty Mutual surveyed more than 450 agency owners and principals to learn how they are planning for perpetuation. Explore the research for insights on creating a perpetuation plan.
Agent for the Future™ Staff
Publication: Article

Want To Sell Your Insurance Agency? What’s Your Why?

One of the great mysteries I have found through my tenure is that no one tells a business owner what happens after selling their shop. It doesn’t matter if it’s an insurance agency, candle manufacturing, or beauty salon – selling brings some hard realities that you as a business…
Kevin Wheeler, CIC, CPIA, CFI
Publication: Article

Passing the Torch: Agents Share Their Advice for Succession Planning

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…
2021 AFTF Award 1 Dargan Thompson
Publication: Page

What's Your Agent for the Future Strength?

We believe independent agents are uniquely equipped to win today and in the future. What’s your Agent for the Future strength? To find out, take this quick and fun quiz.
Agent for the Future™ Staff
Publication: Article

The New Leadership Playbook: 5 Leadership Lessons in Thriving Through Change

More than 90% of executives believed the pandemic would change the way they do business over the next five years, according to a 2020 report from McKinsey, while two-thirds said it would be the most challenging moment of their executive career. Since then, crisis after crisis has stacked…
Tyler's Open Letter Tyler Asher
Publication: Article

Success and Impact: 5 Questions with Jeff and Eboné Granger

“Success is one thing, impact is another.” This quote from former NFL linebacker Ray Lewis serves as a sort of mantra for Jeff and Eboné Granger, the husband-wife team at the helm of Granger Financial.  Click here to learn more about the Agent for…
Agent for the Future™ Staff
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