How a Common Leadership Language Improves Efficiency
Discover how creating a common leadership language can help agencies improve communication, strengthen culture and operate more efficiently.
8 Tech Tools and Process Strategies to Improve Customer Service in Your Insurance Agency
Eight practical reminders for agency owners on using technology, workflows, and service standards to create a stronger, more consistent customer experience.
Agency Compensation 360 Q1 Results: What Insurance Agency Owners Need to Know
The Agency Compensation 360 Q1 results are giving insurance agency owners a clearer view of compensation, staffing, benefits, and growth trends—including how Texas agencies compare to the national picture.
7 Trends Transforming Personal Lines (And What Texas Agents Should Watch)
From rising consumer expectations to tighter underwriting, seven emerging trends are transforming personal lines and creating new opportunities for independent agents.
Insurance Agency Mergers & Acquisitions: A Handbook for Preventing E&O Claims
Mergers and acquisitions can create growth opportunities for insurance agencies—but without careful planning, the transition can increase E&O risk. Learn what agencies need to know and download the handbook designed to help guide the process.
The Person Who Bugs You Might Be Your Greatest Asset
What if the coworker who frustrates you most is actually the key to unlocking stronger teamwork, smarter decisions, and exponential growth?
HR Best Practices for Insurance Agencies: Ways to Minimize Employment Liability
Are your agency’s hiring, pay, and workplace policies protecting you or quietly exposing you to costly employment claims?
Visibility = Opportunity: How Thought Leadership Fuels Growth for Independent Agencies
How a simple, strategic approach to thought leadership can increase your visibility, build trust, and create new growth opportunities for your independent agency.
Be Great in the Little Things: The Real Secret to Client Retention
Discover how focusing on small, consistent actions—especially during onboarding and renewals—can dramatically increase client retention and long-term profitability for your agency.
Why Being “Different” Is the Secret to Winning Clients and Building Loyalty
What if a $500 sponsorship, or even a $20 pizza giveaway, could transform your agency’s growth by turning everyday interactions into powerful, relationship-driven “wow” moments?
Leadership Lessons on Resilience, Confidence, and Values from Nicole Malachowski
From cockpit to conference room, Nicole Malachowski shares powerful lessons on overcoming self-doubt, leading through failure, and breaking barriers that hold leaders back
What Independent Agencies Need to Know About Pay, Profitability, and the Path Forward
Compensation decisions shape your agency’s future. See what the data reveals about pay, performance, and profitability in Agency Compensation 360.
Agency 2030: Why the Future of Independent Agencies Is More Human, Not Less
The Agency 2030 panel reveals why the most successful independent agencies of the next five years will use technology to work smarter, while doubling down on the human relationships that truly set them apart.
Disruption, Growth, and Opportunity: Inside the 2026 Economic & Geopolitical Outlook
From AI-driven growth to shifting demographics and global disruption, economist Michael Wolf breaks down what the 2026 outlook means for independent insurance agents and why Texas remains a bright spot.
Unlocking Real Performance: How Understanding Instincts Can Transform Your Agency
The real problem with your team might not be motivation. It could be misalignment.
The Agency Compensation 360 Dashboard Is Now Live — Here’s How to Access It
Whether you’ve already completed the survey or still need to jump in, here’s what you need to know.
Three Smart Moves to Help Your Agency Reach the Right Prospects in 2026
These three strategies will help you cut through the noise and reach the right clients.
Don’t Let Disorganization Cost You: Why Workflows Are Non-Negotiable
If your agency does not have documented workflows, you are operating without a clear plan.
Bad Data Is a Hidden Threat – Here’s What You Can Do
How to take action before bad data costs your customers, revenue, and compliance headaches.
Celebrating Excellence: 29 IIAT Member Agencies Named 2025 Best Practices Agencies
The annual Best Practices Study has long served as the gold standard for benchmarking performance and setting aspirational targets in our industry. Twenty-nine of the 32 Texas agencies recognized are IIAT members.
Insurance Agency Tech: Making Integrations Work for You
Why integrations matter and ones you should be using in your agency.
Download the Trusted Choice® Legal System Abuse Toolkit
The new toolkit helps independent insurance agents educate clients, explain rising costs and advocate for reforms.
How Independent Insurance Agencies Can Thrive with the Right Tech Strategy
If a computer can do something a human is doing, it’s time to rethink the workflow.
Reimagining the Tech Journey: The New Catalyit Tech Assessment
Take Catalyit's Tech Assessment and discover your technology's full potential for growth and efficiency.
Updated Insurance Coverage Checklists Now Available
Use the updated checklists to support more thorough, accurate policy reviews and reduce E&O exposure.
Now Available: 2025 Texas Storm Events Summary
The report provides state-specific data agents can use to demonstrate the importance of insurance products in helping manage Texas weather risks.
5 Ways Independent Insurance Agencies Can Maximize their Carrier Relationships
Building strong, long-lasting relationships with insurance carriers is crucial for independent agencies.
The Secret to Business Continuity? A Solid Disaster Plan
Download the new Disaster Planning Guide courtesy of the Big "I's" Agents Council for Technology (ACT).
Put a Stop to Time-Wasting in Your Insurance Agency: Delegate and Eliminate for Success
Many agencies waste precious time on activities that don’t add value, leaving less time for critical priorities like writing new business, retaining clients, and delivering stellar customer service.
Agency Perpetuation and Employee Benefits Go Hand in Hand
As a Big “I" member, you have access to group insurance programs, such as life, short- and long-term disability, dental and vision.
Keep Your Top Talent: Retention Strategies for Happy and Engaged Employees
Four essential strategies to keep your team connected, happy, and engaged, and why you should bother.
Keep Your Top Talent: Retention Strategies for Happy and Engaged Employees
Four essential strategies to keep your team connected, happy, and engaged, and why you should bother.
Beyond CE Credits: Four Long-Term Benefits of Professional Development in Your Insurance Career
When it comes to the insurance industry, state-mandated Continuing Education (CE) is just the starting point.
Unlock the Full Potential of Your AMS for Maximum ROI
Your agency may not utilize its AMS to its full potential, resulting in missed opportunities for increased efficiency and ROI.
5 Key Behaviors of Great Agency Owners
What does it take to be a strong and successful agency owner?
New Sample Declination Forms Available
Coverage declination forms signed by clients are crucial tools when defending a “failure to offer” claim.
Know Your Numbers to Unlock Your Agency's Insights
How to find insights and opportunities for improvement in your financial statements.
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 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.
How Does Your Agency Stack-Up? Take the All-New Operational Assessment
Take our free, 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.
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.
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?
I Know My Agency’s Value – Now What?
What does it take to be a strong and successful agency owner?
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.
What Multiple Can I Expect for My Agency?
It depends on the type of transaction you want and your transition goals.
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.
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.
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.
