Agent & Broker

Consumers who once valued the agent relationship now prioritize instant changes and self-service. But agents still have an opportunity.

It is difficult in many cases—if not impossible—to ensure that the consumer gave the appropriate consent to be contacted.

In conversations with executives in the Northeast, insurance agency and team leaders report that staffing and recruiting is their top challenge.

Processes within every agency can be adapted to the gig economy, saving money and allowing access to experienced personnel at the same time.

Building broker portals and exchange sites can make it easier for agents to quote and retain clients and have a better chance of return business.

It is time to initiate actions that will expose and minimize the impact of bad actors in the insurance lead-generation space.

When an owner dies, becomes disabled, disappears or loses the ability to lead effectively, the best insurance can be a succession plan.

Outsourcing can be an effective tool for maximizing resources — but only when certain criteria are met.