Learn how this agency uses AI to streamline client communications, create coverage comparisons and develop internal processes that improve efficiency across the organization.
ACORD recently released a new edition of the ACORD 25 (2025/12), now in use. Here is a clarification to any confusion about listing contract not policy limits.
Personal umbrellas are not only for wealthy clients.
With the ever-changing landscape of homeowners insurance, lenders and banks are raising the bar on policy documentation requirements. This shift is reshaping the way insurance agencies engage with their clients and financial…
Personal umbrellas are not only for wealthy clients.
As independent property & casualty (P&C) agencies continue to evaluate ways to broaden services and strengthen client relationships, life insurance remains a common consideration. While product access and licensing often…
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…
One of our Big “I” members recently asked our experts the following question. A partnership entity jointly owns a Beach Condo (13 different partners). For property and liability coverage, an…
Alliance Blue Jewelers Mutual Training Recorded on Tuesday, October 7, 2025 Jewelers Mutual offers an easy-to-use quoting platform to give your customers the standalone jewelry coverage they need, when they need it. Through…
With more climate-related risks affecting homeowners, helping your clients itemize their home inventories before a loss occurs can save them hours of time and help them recoup more of their…
