Recent Blog Posts

The insurance industry isn’t known for flash or flair. Most people picture gray suits, paperwork, and words like “renewal,” “loss runs,” or “premium audit.” But a new generation of producers is proving that this business doesn’t have to be boring. They’re showing that authenticity, energy, and creativity can make insurance not only engaging but a platform for meaningful connection and career fulfillment.

The world of commercial insurance is evolving rapidly. It’s no longer just about quoting policies and hoping for renewals. Today, producers have the opportunity to lead with value, bring strategy to the sales process, and create long-lasting client relationships that transcend policy pricing.

In the ever-evolving world of commercial insurance, marketing has become a critical lever for growth. Yet most agencies still struggle to understand what’s actually working. From websites that generate leads with no attribution to CRM systems that silo vital data, insurance agencies are often flying blind.

If you’re a commercial insurance producer trying to grow in the middle market, you’re probably aware that the old-school prospecting methods—cold calling hundreds of businesses, dropping off trinkets, hoping someone is “coming up on renewal”—are no longer enough. In today’s competitive environment, success isn’t about how many people you reach. It’s about reaching the right people at the right time with the right message.

Too many agents stop learning once they’ve earned their license. The bare minimum—meeting continuing education requirements—is not enough in today’s climate. Producers often resort to online forums, asking where they can complete CE hours “as quickly as possible.” This mindset directly impacts their ability to communicate complex subjects like reinsurance or risk modeling to clients in an understandable way. As a result, they struggle to retain accounts and close new business in an increasingly competitive market.

The problem? Too many producers are pitching too soon, to the wrong people, with nothing more than a quote to offer. This article walks through how to close more business by positioning yourself as a trusted advisor, selling Total Cost of Risk (TCOR) outcomes, and using a structured approach to differentiate at every stage of the sales process.

In the modern commercial insurance landscape, trust is no longer built solely through in-person meetings, networking events, or polished brochures. It’s earned digitally—often before a prospect ever takes your call. As sales dynamics shift and competition tightens, the producers who will thrive are those who understand one thing: educational content is the new handshake.

Most commercial insurance producers think of referral networks as an afterthought—something that might generate a lead or two if they attend enough events, shake enough hands, or stay active in their BNI chapter. But the producers who consistently dominate the middle market think differently. They treat referral networks like revenue engines, built with the same discipline as a sales pipeline, and they use those relationships not only to generate appointments but to recruit the next generation of elite producers.

In a rapidly changing business landscape, the difference between thriving and merely surviving often boils down to one core attribute: curiosity. But curiosity alone isn’t enough. When paired with operational audits, strong leadership, and a growth mindset, it becomes a powerful tool for transformation—especially in the middle market. In this post, we explore how curious leadership and deep operational insights can revolutionize how insurance producers approach sales, consult with clients, and build long-term partnerships rooted in value.

In this article, we’ll walk you through how to use Workers’ Comp as your entry point, how to dissect the experience mod, how to turn loss runs into strategy, and how to capitalize on the year-end season to build stronger client relationships and fill your pipeline with warm referrals.

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?”

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 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.

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.

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.

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).

In today’s competitive commercial insurance market, your book of business is under constant attack. Competitors are targeting your best accounts every day, just like cybercriminals probing a website for vulnerabilities. If you don’t have a plan to defend and grow your client relationships, you’re leaving yourself exposed.

As we enter the fourth quarter, many commercial insurance producers begin to panic. Whether you’re behind on your goals or just trying to hit that final sprint, the Q4 crunch is real. But the producers who consistently win don’t treat Q4 as a Hail Mary. They plan with precision, reverse engineer their goals, and execute with ruthless consistency.

In this post, we’ll break down how you can reverse engineer your sales funnel, identify your revenue gaps, and finish the year stronger than you started. Whether you’re writing workers’ comp or cyber liability, these strategies apply across all middle market verticals.

In the commercial insurance world, most producers are laser-focused on finding the best premium and coverage from traditional carriers. But there’s a powerful alternative that can help the right business owners keep more control over their risk, retain underwriting profits, and create a long-term competitive advantage.

In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.