Agency Operations
The Agent-Customer Connection: Gaps and Opportunities in the Hard Market
This report explores the gaps and opportunities in how insurance agents communicate with customers about the hard market and the strategies agents are using to win in the hard market.
Read report
Talent & Culture
2024 Outlook: How Women in Agencies Are Meeting Customer Needs
Our third annual report on women in independent insurance agencies explores how the strengths of women in agencies aligns with what customers want in an agent.
View report
Agency Operations
Selling vs. Perpetuation: How Independent Insurance Agencies Are Planning for the Future
This report explores how agency owners and principals are planning for the long-term future of their agencies. It dives into best practices for developing future leaders and maximizing the value of the agency.
View report
Technology
How Technology Drives Growth for Small Commercial Agencies
This report explores the technology trends that are transforming small commercial insurance. It dives into how the fastest-growing insurance agencies are using technology and which digital tools are helping them grow.
View report
Talent & Culture
What Insurance Agency Talent Wants in 2023
This report from the 2023 Agency Growth Study, which surveyed more than 1,100 independent insurance agents, dives into what insurance job-seekers are looking for, and how agencies can attract and retain top talent.
View report
Talent & Culture
2023 Outlook: The State of Women in Independent Insurance Agencies
This updated women's research explores how agencies can better support women and empower them into leadership roles.
View report
Agency Operations
The Agent for the Future Playbook
This research-backed guide offers insights, advice and resources to help agencies adapt to trends in consumer expectations.
View guide
Technology
The State of Digital in Independent Insurance Agencies
The third and final report from the 2022 Agency Growth Study explores how independent insurance agencies are using digital tools. It also reveals the five digital capabilities that drive revenue growth and provides resources for strategically using digital.
View report
Talent & Culture
Building Inclusive Insurance Agency Cultures
The second report from the 2022 Agency Growth Study explores how independent insurance agencies are engaging with diversity, equity and inclusion (DEI) and how agencies can build inclusive cultures that will help them attract and retain top talent.
View report
Talent & Culture
Hiring the Next Generation of Independent Insurance Agents
The first report from the 2022 Agency Growth Study, which surveyed more than 730 independent insurance agents, dives into how agencies are hiring fresh talent and attracting the next generation.
View report
Talent & Culture
The State of Women in Independent Insurance Agencies
We surveyed more than 350 women in independent insurance agencies to learn about the challenges and opportunities they face. This report covers women's representation, recognition and compensation, and provides resources to empower women and help agencies thrive.
View report
Talent & Culture
The Independent Insurance Agent's Guide to the Future of Work
This guide tackles how COVID-19 changed employee expectations and how businesses operate. It provides insights, resources and advice for how agencies can adapt.
View guide
Technology
Unlock the Power of Digital in Your Agency
What's your agency's next step toward digital transformation? Take our quick self-assessment to get customized suggestions of which digital tools to explore next, then explore all the tools in the interactive digital framework.
View report
Technology
Rise of the Digital Insurance Agency
How do independent agents use digital? How do digital capabilities impact agency revenue? We surveyed nearly 600 independent agents and brokers to learn the answers to these questions and more.
View report
Technology
Digital, Accelerated
The pandemic transformed how insurance agents use digital tools, and the changes are here to stay. This guide offers practical advice and resources to help agents quickly and effectively go digital.
View guide
Niche & New Markets
Demonstrating the Value of IAs to Millennials
Millennials do not fully understand the value of independent agents. We put together resources to help independent agents show their value to millennial consumers.
View report
Niche & New Markets
Engaging Millennials Online
Millennials are more likely than older generations to learn about and choose insurance agents through digital channels. We put together resources to help independent agents elevate their digital engagement to more effectively attract and serve millennial customers.
View report
Niche & New Markets
Millennials and Insurance
Liberty Mutual and Safeco recently surveyed more than 2,800 insurance customers (including 1,600 millennials) to learn how younger consumers purchase insurance, what they look for in an agent, and more.
View report
Technology
Transform Your Agency
To succeed in the insurance marketplace of the future, agencies must transform to meet customer needs, adopt new technology and embrace innovation.
View report
Agency Operations
Lead Into the Future
Whether you're planning to compete for the next 20 years or transition your agency in the next few years, perpetuation planning is key to setting up your agency for success in the future
View report
Agency Operations
Growth through Marketing
Our Agent for the Future™ survey highlights that as agents push for more growth, they want to do more marketing, and less maintenance. At the top of agents’ “must-do” lists are marketing investments and campaigns.
View report
Agency Operations
Growth Without Compromise
Our latest research uncovered information about how independent insurance agents are adapting to current changes, their predictions for the future and how they are preparing for the future.
View report
Agency Operations
Independent Agent Insights
Safeco surveyed 600 independent agents about their perspective regarding how their roles and business priorities are evolving, as well as their thoughts about changing customer needs and how technology and societal changes may impact how they do business in 2020.
View Report