Recent Blog Posts

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

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.

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

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

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.

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

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 is not just a goal—it’s a necessity. For insurance agencies to thrive, they need teams that are aligned, motivated, and capable of

Commercial insurance producers face a major challenge in sales: getting in front of decision-makers and converting prospects into long-term clients.

Insurance producers face increasing challenges in the commercial insurance space, and one of the most overlooked areas is contract review and risk management. Many producers

Sales has long been regarded as one of the most challenging yet rewarding professions. However, for many, it is often reduced to a numbers game,

Workplace engagement is at an all-time low, with 77% of employees globally feeling disengaged in their roles. This disengagement doesn’t just affect morale—it costs businesses an estimated $8.9 trillion annually in lost productivity. For business leaders,

The commercial insurance industry is facing one of the toughest hard markets in decades. Rising rates, stricter underwriting guidelines, and reduced carrier appetites have

Standing out as a commercial insurance producer can feel like an uphill battle. The hard market has intensified competition, making it more important than ever

Personal branding has become a cornerstone of career success. From networking events to LinkedIn profiles, how you present yourself can open doors to new opportunities

The insurance industry has long been defined by its structured approach to risk management, underwriting, and policy distribution. However, as the landscape continues to shift

Many professionals dream of writing a book that skyrockets to the New York Times bestseller list, assuming that alone will bring lasting success. The reality? Hitting a bestseller list

The insurance market is difficult to navigate at best.  Producers are having to adjust and adapt in a way they haven’t had to in the

Running a successful insurance agency requires navigating a complex balance of tradition and innovation, service and profitability, and personal and professional commitments. For family-owned agencies