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AI Won’t Fix a Broken Agency Process

Before you automate something, make sure it actually works.There is always another piece of technology promising to transform your agency.A new CRM.A new automation tool.A new...

AI Is Not Replacing the Independent Agent

The people who learn how to use AI well may become more valuable, not less.One of the biggest questions surrounding AI is whether it will eventually...

Stop Running Your Agency From the Checking Account

There is a surprisingly simple first step to increasing the value of an insurance agency:Have financial statements.That sounds obvious.According to the conversation in this week’s IA...

Your Agency Shouldn’t Need You to Remember Everything

There is a point in almost every growing insurance agency when the owner realizes something uncomfortable:Too much of the business depends on them.They know where the...

Can You Still Step Behind the Counter?

A Chick-fil-A owner-operator may not spend every day standing behind the register.But when the lunch rush begins backing up, that owner can step in.That image became...

What Turnover Is Really Costing Your Agency

Payroll is one of the easiest agency expenses to identify.The cost of turnover is much harder to see.It appears in the hours spent reviewing applications and...

The Client You Almost Overlooked

Insurance agencies have to make decisions about where to spend their time.Which prospects deserve another follow-up?Which accounts need more attention?Which opportunities are worth pursuing?When workloads are...

Personal Lines Insurance Agents Are Not Dead

Personal Lines Insurance Agents are not dead. As a matter of fact, they're flourishing. Automation and the crafting of low touch, high frequency workflows are more...

What Does $20 Billion Mean to You? It Means Relationship Still Wins.

We can throw around numbers all day. $20 billion in new personal lines premium moving into the independent channel over the last four years. Nearly 40%...

From Just Do It to Why Do It? What Nike’s Shift Teaches Us About Building Your Own Agency

I was watching football with my husband last weekend when a Nike commercial caught my attention. The ad was everything you’d expect: fast cuts, powerful music,...
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