Recent Blog Posts

Day: May 1, 2025

Aligning Remote Workforce Productivity with Core Values: A KPI-Driven Strategy for Insurance Agencies

May 1, 2025

The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote

Aligning Remote Workforce Productivity with Core Values: A KPI-Driven Strategy for Insurance Agencies

May 1, 2025

The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote work has opened new doors for talent acquisition and operational flexibility, it has also exposed a glaring weakness in many agencies: the lack of a

Unlocking the Future of Insurance Operations: AI, Clean Data, and the CRM Revolution – A Conversation with David LeFevre

April 29, 2025

The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.

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