Marketing Trends Independent Insurance Agents Should Prepare for in 2026

The insurance industry continues to change, and for independent agents, marketing in 2026 will look very different from just a few years ago. Consumer expectations have shifted dramatically: digital communication is increasingly preferred over print, competition from direct-to-consumer carriers continues to grow, AI use is becoming mainstream, and consumers are less and less trusting of … Read more

10 Key Signs Your Book of Business Might Be Unhealthy

As independent insurance agents, your book of business is more than just your income; it’s the foundation of your agency. It shows the strength of your client relationships, carrier partnerships, and long-term stability. Like any portfolio, however, it can slowly get out of balance. Rates change, carriers shift their focus, and sometimes, too many price … Read more

Which KPIs Matter Most as an Insurance Agency Owner?

Running an independent insurance agency today is a lot like captaining a ship through constantly changing waters. You can’t navigate by instinct alone. You need instruments and metrics that tell you where you are, where you’re heading, and how well your crew is performing along the way. That’s where Key Performance Indicators (KPIs) come in. … Read more

Why It’s Worth Getting Into Commercial Insurance

While many independent agents focus on personal lines, expanding into commercial insurance presents an opportunity for higher revenue, greater stability, and long-term client relationships. In an unpredictable economy, diversifying your offerings beyond individual policies can help strengthen your agency’s resilience and keep you competitive. Whether you’re looking to increase profits, improve client retention, or future-proof … Read more