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.
Agency Management
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…
After Medicare Open Enrollment: What Medicare Reveals About Agency Operations, and What to Fix Before Next Year
When Medicare Annual Enrollment Period (AEP) ends, the immediate pressure lifts, but the most instructive phase often begins. Phones are quiet. Deadlines pass. Teams finally have room to reflect on how the…
Five-Star Strategy: Mastering Online Reviews with Lift Local
Five-Star Strategy: Mastering Online Reviews with Lift Local Feb. 10, 2026 | 10:30 AM ET Online reviews are today’s word-of-mouth. Learn how to ask for them, manage them, and use…
Choosing the Right E&O Coverage for Your Insurance Agency
Not all agency errors & omissions carriers and policies are alike. While it’s always tempting to use price as the primary factor in selecting coverage, this information can help you…
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