Independent insurance agents are often told they should “find a mentor,” especially when it comes to sales training. But in practice, that advice can feel vague, frustrating, or unrealistic—especially when you’re already busy running quotes, handling renewals, chasing leads, and trying to grow revenue at the same time. Unlike captive agents, independents don’t always have … Read more
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
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
Summer of 2025 is breaking heat records across the country. For many regions, this hotter-than-average season is more than just uncomfortable — it’s leading to increased risks, new claims trends, and coverage gaps that clients might not even realize exist. As an insurance agent, you can turn this weather challenge into an opportunity by educating, … Read more
When the temperatures rise, so do certain insurance risks. For independent insurance agents, summer is the perfect time to educate clients on seasonal hazards, help them prevent claims, and ensure they have the right coverage in place. From backyard barbecues to family road trips and watercraft adventures, summer fun can quickly turn into a financial … Read more
The insurance industry is undergoing a seismic shift. While new technologies and evolving customer expectations play a significant role in reshaping the market, so too do regulatory changes. For independent insurance agents, the stakes are high—but so are the opportunities. Navigating new rules around data governance and anti-money laundering (AML) is no longer just about … Read more
The insurance marketplace in 2025 is showing signs of much-needed stabilization—yet, it’s anything but boring. Independent agents who are navigating today’s landscape must stay sharp as markets shift, rates adjust, and competition intensifies. Whether you’re writing main street business or venturing into specialized niches, understanding current trends will help you quote smarter, win more clients, … Read more
Being an independent insurance agent today is vastly different from what it was a decade ago. With new technology constantly reshaping the industry, agents now have access to an incredible variety of tools designed to streamline their workflows, boost efficiency, and ultimately help them write more business. But with so many platforms out there, it … Read more
Independent insurance agents often seek ways to increase sales with their existing clients. The straightforward answer, though sometimes uncomfortable, is simple: just ask! It may sound easier than it actually is in practice, but it’s just a matter of adding to your skill set and practicing daily. We Encounter Upselling Frequently In our daily … Read more
The world of insurance is changing fast—and artificial intelligence (AI) is a big reason why. In 2024, AI tools became more powerful, more accurate, and more accessible than ever. But what does this mean for you as an independent insurance agent or business owner? Here’s how AI has developed over the past year and the … Read more