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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Video

The most common hiring mistakes and how to avoid them

Why prioritizing potential over experience, avoiding rushed interviews, and implementing effective onboarding are crucial for building a strong, lasting team.
Video

How to build a strong leadership team for long-term success

How investing in your leadership team can alleviate the burden from yourself and create a resilient, successful organization poised for growth.
Research

Half of insurance agency employees report feeling burned out: The state of employee well-being in independent agencies in 2025

Our 2025 research found that more than half of insurance agency employees report feeling burned out. Learn about the state of employee well-being in agencies.
Article

Don’t back down: Top tips for building a meaningful insurance career

Monica Adwani, CEO and managing partner at Breezy Seguros, shares her top insights for cultivating a meaningful and successful career.
Webinar

Get more done: How agents can optimize operations with virtual assistants

In this panel webinar, you’ll find out how to maximize growth, customer relationships and business operations by leaving everyday tasks to a virtual assistant.
Article

Leadership lessons from the hard market

When it comes to leadership, the greatest lessons are the ones that are the hardest earned. Read about key reflections for agency leaders.
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