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.
A practical look at where carriers are gaining value from AI and how those shifts will affect agents.
If you’re not offering e‑signature options to prospects and customers today, it’s no longer a question of if—it’s when. Digital-first interactions are now the norm, and customers increasingly expect to…
Learn the essential post‑purchase steps that transform “we bought AI” into meaningful agency impact.
Discover how agentic, insurance‑focused AI is driving real operational impact across the value chain.
Find possible speakers for your upcoming events, webinars and conferences.
What today’s M&A trends mean for the future of agents and brokers.
Actionable guidance to choose your first AI use case, set guardrails, and drive measurable results.
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…
