How Carriers Are Using AI Today: Practical Insights for Independent Agents
A practical look at where carriers are gaining value from AI and how those shifts will affect agents.
Agency Operations
eSignature – Agent and Broker Resources
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…
You’ve Bought Into AI – Now What?
Learn the essential post‑purchase steps that transform “we bought AI” into meaningful agency impact.
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.
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…
The Agents Council for Technology 2025: Less Hype, More Progress
2025: Less Hype, More Progress 2025 was the year AI took center stage and reminded us that without good data and real connectivity, it’s just another spotlight. This past year…
Reputation is Revenue: How Trust Drives Growth for Your Agency
How Trust Drives Growth for Your Agency
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