Agency Management

An insurance agent accepts an attractive account despite lacking experience with that type of operation, only to face a costly dispute after a major loss reveals overlooked exposures that resulted…

In 2022, over 221,000 people passed insurance licensing authority lines. With experienced talent in high demand and new talent coming into the insurance pipeline, onboarding is essential in creating successful…

Managing and protecting your book of business is a critical goal for independent insurance agents. Your book of business includes the policies under your management across a variety of carriers.

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…

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…

Ask an agency principal about internal procedures and he or she inevitably will tell you, “Our procedures are proper; you won’t find any discrepancies in our operations.” Following a third-party…

For decades we paid producers more for new business production than for renewals. Does this make sense? Here is a better alternative.

In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?

Virtually every industry has a model for comparing results to other businesses in the same field. For the independent agency system, that model is the Big “I” Best Practices program.

What does the future of insurance hold for we mere mortals? Your guess is as good as mine, but we need to imagine it. Technology and the world in general…