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