All Research Reports

As the insurance industry changes, independent insurance agents are adapting to meet shifting customer needs and find the best ways to grow. We originally surveyed 600 independent agents to get their perspective on how their business priorities are evolving. Then we expanded on that data to provide IAs with practical information on industry trends and best practices for future success.

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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