Management
LEVERAGING AGENCY VALUE
A bank’s role throughout the independent agency life cycle By Patricia Smith and Keith Mangini Independent insurance agencies have unique...
BOOTS ON THE GROUND
Why agents should spend time on site with clients By Larry Chasin Insurance is a business rooted in relationships, and...
6 STRATEGIES FOR EFFECTIVE AI INTEGRATION
The importance of balancing human touch and artificial intelligence in insurance By David Derigiotis Artificial intelligence (AI) has completely transformed...
BOOSTING M&A VALUE
The importance of having a sound strategy in place—and what that entails By Lori Widmer When the insurance industry exited...
IMPLEMENTING THE RIGHT TECH: A PRIMER
Providing customers with the right tools, resources and experiences can amplify an independent agent’s value By Lori Widmer It seems...
