Recent Blog Posts

Day: September 23, 2025

From Fragmented Systems to Intelligent Automation: How AI and Expert Marketplaces Are Revolutionizing Insurance Operations – A Conversation with Jonathan Maloney

September 23, 2025

The insurance industry is at a pivotal moment. As artificial intelligence (AI), robotic process automation (RPA), and API-driven tools continue to accelerate, the conversation has shifted from “should we adopt tech?” to “how can we implement the right tech without breaking our operations?”

From Fragmented Systems to Intelligent Automation: How AI and Expert Marketplaces Are Revolutionizing Insurance Operations – A Conversation with Jonathan Maloney

September 23, 2025

Why Most Producers Don’t Fail From Lack of Sales Skill

September 16, 2025

Let’s set the record straight: most commercial insurance producers don’t fail because they can’t sell. They fail because they don’t plan. They lack process. They don’t follow up consistently—or when they do, it’s weak and generic.

In today’s competitive environment, trust is not built through hard closes. It’s built through consistency. Being present when the incumbent fails. Being available when the buyer is finally ready. Being prepared with insight when everyone else is just pushing a quote.

Email Marketing Strategies That Actually Work for Insurance Agencies: From Segmentation to Conversions

September 16, 2025

Email marketing is often treated as an afterthought in the insurance industry. Producers focus on cold calling, referrals, and in-person meetings—but overlook one of the most powerful tools already sitting in their hands: their email list.

If you’re an insurance producer or agency principal and you’re not actively leveraging email marketing to drive revenue, retain clients, and expand your footprint, you’re missing a golden opportunity. When executed properly, email marketing delivers unmatched ROI, enables targeted cross-selling, builds credibility, and enhances retention—all at a fraction of the cost of other lead-generation tactics.

Beyond the Buzzwords: How Insurance Leaders Are Using AI, Voice Tech, and Community to Drive Real Innovation – A Conversation with Christopher Luiz

September 16, 2025

The insurance industry is evolving at a rapid pace, and the lines between technology, relationships, and service delivery are blurring more every day. As InsurTech continues to capture the attention of carriers, agents, MGAs, and startups alike, the challenge has shifted from finding new tools to figuring out which ones are actually worth using. Too often, insurance professionals are overwhelmed by noise—buzzwords like “AI-driven,” “revolutionary,” or “disruptive” are plastered across every product demo and sales pitch. But for forward-thinking insurance professionals, the real focus isn’t just on adopting the newest thing—it’s on building ecosystems where people and technology thrive together.

Solving Insurance Back Office Bottlenecks: How Automation and Compliance Tools Empower Agencies and MGAs

September 9, 2025

The insurance industry is undergoing a quiet transformation. While headlines often focus on the flashy front-end tools and direct-to-consumer disruption, the real revolution is happening behind the scenes — in the back office. From agency onboarding delays to outdated compliance workflows and manual licensing tasks, these friction points cost MGAs, carriers, and agencies valuable time, revenue, and relationships.

Why Employee Ownership is the Key to Sustainable Agency Growth and Talent Retention

September 4, 2025

In an increasingly competitive commercial insurance landscape, agency owners are struggling to find long-term solutions for succession planning, talent retention, and business perpetuation. Many have considered private equity sales, others offer limited equity to top producers—but a growing number are discovering a more powerful alternative: the Employee Stock Ownership Plan (ESOP).

Recent Blog Posts

Day: September 23, 2025

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