You’ve Bought Into AI – Now What?
Learn the essential post‑purchase steps that transform “we bought AI” into meaningful agency impact.
Agency Management
From Pilots to Production: Agentic AI 101
Discover how agentic, insurance‑focused AI is driving real operational impact across the value chain.
Insurance M&A: What Agents & Brokers Can’t Afford to Ignore
What today’s M&A trends mean for the future of agents and brokers.
Where to Start With AI in Your Agency: A Practical Playbook for Early Wins
Actionable guidance to choose your first AI use case, set guardrails, and drive measurable results.
Only 3 in 10 Americans Review Insurance Annually, Often Waiting Until Problems Arise
New Big “I” survey highlights why regular policy reviews help consumers balance cost and coverage.
Two-Thirds of Independent Agents Plan to Increase AI Use This Year
New ACT report finds agencies keen to adopt AI but data and compliance concerns slow adoption.
Women in Insurance Events
xplore upcoming state association events designed to build relationships, share experiences and support the next generation of industry leaders.
Book Roll Handbook – Members Only
Book rolls made better: Protect your agency against errors and omissions.
Book Roll Handbook
Book rolls made better: Protect your agency against errors and omissions.
Should We Obtain Signed Applications from Our New Insureds We Obtain Via Broker of Record?
Our Ask an Expert service answers this question. Q. Should we obtain a new signed application from a client we obtain via AOR or BOR? Or should we contact the former agent to obtain…
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