Learn how this agency uses Microsoft Copilot and SharePoint to transform scattered documentation into a centralized, searchable knowledge base that helps employees quickly find answers and procedures.
See how this agency uses a single AI platform to support content creation, process improvement, document analysis, training and everyday business operations.
Learn how this agency uses AI to streamline client communications, create coverage comparisons and develop internal processes that improve efficiency across the organization.
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…
Third-party service providers, or vendors, often perform essential roles for agencies, whether providing a comprehensive agency management system (AMS) or other mission-critical IT infrastructure. These providers may have access to…
This year’s report brings together insights from independent agents, carriers, and technology providers to highlight what’s truly shaping the industry — especially across AI, data, and connectivity. Inside the report,…
As insurance lawsuits hit record levels, a new survey from the Independent Insurance Agents & Brokers of America (the Big “I”) reveals growing concern that excessive and abusive litigation is…
