Enhancing Efficiency and Growth: The Role of Outsourcing in Insurance
A recent Catalyit TechTip article explored how insurance outsourcing can optimize the operations of an agency, leading to improved performance and sustained growth.
5 Key Behaviors of Great Agency Owners
What does it take to be a strong and successful agency owner?
Access a Sample Active Assailant Coverage Declination Form
The new form is one of many declination forms available on the E&O Guardian site.
New Sample Declination Forms Available
Coverage declination forms signed by clients are crucial tools when defending a “failure to offer” claim.
Mid-America Insurance Conference Accepting Agenda Item Suggestions
MAIC is currently soliciting agenda items for discussion at the MAIC meetings in Kansas City this fall.
Available Now: The 2023 Texas Annual P&C Marketplace Summary
The 2023 Texas Annual P&C Marketplace Summary provides a snapshot of the Texas P&C industry data from an independent agent’s perspective.
Know Your Numbers to Unlock Your Agency's Insights
How to find insights and opportunities for improvement in your financial statements.
Accelerate, powered by NetVU, Is Coming to Austin, May 7-10
Be part of the ultimate event for Vertafore product users. IIAT members get discounted registration.
What Is Your Agency's Number? The Policies Per Customer Factor
The number of policies per customer can be used as a predictive indicator of the ongoing retention rate that can be expected in an agency.
How a Hard Market Can Impact Your Agency’s Profitability
There are several things that independent insurance agencies can do to minimize the impact of a hard market on their agency.
How to Build a Strong Budget for Your Agency
With a little time and consistency, a budget can be one of the most powerful tools you’ll ever have inside your agency.
The Impact of Technology on Your Agency’s Value
The biggest factors in determining an agency’s value are growth, retention, profitability, overall volume, culture, and the risk inside that agency. The adoption of technology and data significantly impacts all of these areas.
Announcing Your Newest Member Benefit: Free Full Access to Catalyit!
Exciting news! As a loyal IIAT member, you now have FREE Full Access to Catalyit.com - the independent agent's hub for technology advice, tools, training, and insights.
A New Breed of Flexibility: The Skills-Based Organization
The key to solving the talent gap requires organizational flexibility. Enter the “skills-based organization.”
How Does Your Agency Stack-Up? Take the All-New Operational Assessment
Take our free, all new, Operational Agency Assessment and receive a customized action plan for your agency.
Problems Solved: IIAT's Consultants Can Help Your Agency Overcome Common Roadblocks
Let our team of savvy, seasoned insurance professionals help. Together, we’ll help you find solutions to your agency's challenges.
What to Expect from the Labor Market: Recruiting, Wages and Legislation
Many economists are concerned that interest rate increases will slow economic growth and cause a recession. Here are four ways such changes could impact your HR department.
The Industry is Changing Rapidly – Is Your Agency Prepared?
During unpredictable times, agency owners who are investing in their agencies are going to be very well positioned for whatever the future holds.
Investing in Your Agency’s People Can Lead to Big Returns
The best way to build strong customer relationships is to have quality people representing your brand, serving your customers, and shaping the culture of your agency.
Available Now: Quarterly Texas P&C Premium Summary
The quarterly report, only for IIAT members, provides data and trends for a more “real time” sense of market conditions.
The Problem with Silence
The unintended consequences of keeping your agency's plans for the future a secret with staff.
Questions to Consider When Buying an Agency - Part 1
Ask yourself these important questions when you think you're ready to buy an agency.
Is It Time to Sell My Agency? 3 Signs that Could Help with a Challenging Decision
Knowing when and if to sell is a difficult decision. Here are some indicators that it might be time.
Next in Line: Plotting a Path to Agency Ownership
You're a hungry, smart, energetic leader who sees the incredible opportunity that exists in the insurance industry. What are you doing to build your pathway to ownership?
Get Your Agency Off to a Strong and Healthy Start in 2022
It’s a new year. Time to get your annual checkup, refresh goals and get to work.
Not Your Father’s Agency!
Young producers are coming into their own, acquiring firms and reimagining the modern independent agency.
I Know My Agency’s Value – Now What?
What does it take to be a strong and successful agency owner?
Catalyit is LIVE: A One-Stop-Shop for Agency Technology Needs
IIAT members can get exclusive access at a discount.
Top 6 Things You Should Do When Buying an Agency
Making the decision to buy an agency is a big one that can be costly if you do not invest in the right advice.
6 Ways Financial Partnering Can Help Independent Agencies Thrive
InsurBanc President & CEO Dave Tralka shares valuable insights and case study examples of how a financial partner can help an independent agency prosper.
What Multiple Can I Expect for My Agency?
It depends on the type of transaction you want and your transition goals.
Tips for Setting Up a Hybrid Workplace
As a company that specializes in flexible job arrangements and a diverse talent pool, WAHVE knows a thing or two about how to set your business up for hybrid-workplace success. Here are a few tips.
How Data Can Improve Customer Retention
While generating new business is very important, your customer retention strategy is without question one of the most important areas that impact your agency’s financial health, profitability, and success.
Negotiating Factors to Consider when Selling Your Agency
The price that your agency commands depends on several factors, including what is most important to both the buyer and the seller, the synergies that exist between agencies owned by a potential buyer and seller agency, and the risk level that both parties are willing to assume in the agency sale.
Notes from the Agents' Roundtable: COVID-19 and Returning to Work
On Thursday, May 20, IIAT hosted the first Agents’ Roundtable, a monthly online discussion where agents discuss timely agency operations and leadership topics. During the roundtable, agents and IIAT staff discussed issues concerning COVID-19 and returning to the office.
7 Ways to Speed Up Your Agency’s Receivables
The key is to speed up the payment process and minimize the chance of non-payment.
What's Your Agency's True Value? IIAT and Agency Focus Can Help You Find Out
Knowing the value, and more importantly, what drives the value of your agency, provides you with the information to build a plan for your agency today and into the future.
Key Components of a Perpetuation Plan
To have a strong plan for your agency, you need a written document that addresses what will happen to the ownership of your agency if the you are no longer able or willing to run the agency.
White House Announces Tax Credit for Small Businesses that Provide PTO for Vaccinations
President Biden has announced a paid leave tax credit to employers that provide full pay for any employee who takes time off to get a COVID-19 vaccination.
Remote Onboarding Mistakes (and How to Avoid Them)
Even with the best remote onboarding process, mistakes happen. WAHVE can help.
The Power of Knowing Your Agency’s Value NOW
IIAT's Agency Finance and Valuation Consultant Carey Wallace provides agency owners with practical examples of how knowing your value can lead to opportunities for growth, increased profitability, and an increase in your agency’s overall value.
Agency Universe Study Available to Download
The biennial report is hailed as the most comprehensive look at the independent agency system. Plus, download the FREE COVID-19 Impact Summary.
Independent Agents Own Their Data But Contract Language Is Still Important
Ownership of expirations, including related records and data, is perhaps the most critical issue for independent agents to consider in their company appointment contracts.
Pandemic, Agency Growth and the New Year: Why Smart Agencies Will Prosper in the Coming Year
Barring an unforeseen event as disruptive as COVID-19 was this past spring, and being optimistic that a winter wave of the pandemic is contained, 2021 looks to be a hopeful year for independent insurance agencies.
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