Recent Blog Posts

Day: February 11, 2025

Optimizing Contractor Client Support: Certificates, Audits, and the Client Experience

February 11, 2025

In commercial insurance, contractors face unique challenges like obtaining insurance certificates and navigating audits. Agents can enhance the client experience

Unlocking Producer Equity in Insurance Agencies: Deferred Compensation, Phantom Equity, and Perpetuation Strategies That Work – A Conversation with Colby Allen

April 24, 2025

The challenge of recruiting and retaining top-producing talent has pushed many agency principals to rethink how they reward long-term performance and loyalty. One of the most discussed—but also misunderstood—topics is producer equity. Producer equity is often conflated with ownership, but it goes far beyond simply handing out shares. It’s a

Building a High-Performing Remote Insurance Team Through Core Values and Culture

April 24, 2025

As the commercial insurance industry continues to evolve, independent agencies face mounting pressure from large brokerages that have the financial horsepower and digital infrastructure to lure away top talent. While these larger players are building centralized hubs of operations, smaller and mid-sized agencies must take a different route to compete:

Intentional Culture: How to Build Connection and Engagement in a Remote Insurance Agency

April 23, 2025

As someone who trains commercial insurance producers nationwide, I’ve seen firsthand that remote success hinges not just on tools and workflows, but on people feeling heard, supported, and connected. This post explores the key strategies that agency leaders can use to build emotional connection and employee engagement in a remote insurance agency, using lessons drawn from real-world experience and thoughtful leadership.

How AI-Powered Fleet Safety Solutions Reduce Risk and Lower Insurance Costs – A Conversation with the Team at Dreyev

April 14, 2025

Fleet safety is a growing concern for businesses that rely on commercial vehicles. With increasing insurance premiums, rising accident rates, and evolving regulatory requirements, companies must take proactive measures to

The Producer’s Edge: Personal Branding, Sales Strategy & Industry Disruptors – A Conversation with Madison Baker

April 13, 2025

Producers aiming to build a sustainable book of business, adapting to new industry trends is critical. The traditional methods of networking, prospecting, and closing deals are no longer enough—producers must leverage personal branding, modern sales strategies, and a clear industry perspective to stay ahead of the competition.

Maximizing Team Performance: Building a High-Performance Culture Through Support, Challenge, and Leadership

April 7, 2025

Maximizing team performance is not just a goal—it’s a necessity. For insurance agencies to thrive, they need teams that are aligned, motivated, and capable of working together seamlessly toward common objectives. Creating this high-performing environment, however, requires more than just assigning tasks and setting goals. It involves fostering strong communication,