Agency Operations

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AI That Works: A Reality Check for Independent Agents

Here’s the reality: most independent agents spend 60-70% of their time on administrative tasks such as data entry, chasing down information from carriers, managing renewals, and handling routine service requests.…

The concept of talent search or magnifying glass looking for employees, building a strong team, the concept of human resource management and management,

27 E&O Procedural Mistakes

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…

Producer Compensation: A Base/Growth Model 

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

Wood block stacking as step staircase. Ladder career path concept for business growth success process, Copy space

Big “I” Members Receive ACORD Forms Licenses.

Independent agencies and brokerages that do not belong to the Big “I” national association, will need to obtain a license directly from ACORD, or join the Big “I” to take advantage of this…

Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize…

How to Get Your Insurance License

You’re on your way to becoming an independent insurance agent. But first, you must get a license. Fortunately, the Big “I” can help you get your insurance license.

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