Guide

Considerations for Independent Agency Ownership Going independent is about building a business that gives you more flexibility, more choice and more control over your future. If you’re considering the move…

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…

Updated September 2024 for 2025 Distribution Click here to download the guide.

Your agency likely has access to newly available automated products or services that could make your agency more efficient and effective. Even if you haven’t actively sought it out, AI…

Agency appointment contracts form the legal foundation for the relationship between independent insurance agencies and insurance carriers. The agency-carrier contract should set forth the rights, responsibilities and obligations of the…

Insurance company agency agreement wording for both Property Casualty agents and Group Health agents require unequivocal compliance with all current state and federal privacy and data breach response laws. Failure…

This Plan for Agency is intended to create effective administrative, technical, electronic and physical protections to safeguard the personal information of the Agency’s Clients and employees, the Agency’s proprietary and…

The world has changed for independent agents and brokers. In the past, agencies primarily had to protect the paper within the physical perimeter of their agencies. Today, most of the…