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.
As a Big “I" member, you have access to group insurance programs, such as life, short- and long-term disability, dental and vision.
Four essential strategies to keep your team connected, happy, and engaged, and why you should bother.
When it comes to the insurance industry, state-mandated Continuing Education (CE) is just the starting point.
Announcing a brand-new webinar series to help you tackle the challenges of being an independent agent and managing an agency.
Discover how strategic approaches to remote and hybrid work can help your agency boost productivity, foster employee well-being, and maintain company culture in the evolving workplace.
A brand-new webinar series to help you tackle the challenges of being an independent agent and managing an agency.
By streamlining operations and allowing your experienced personnel to focus more on client relationships, you can significantly enhance both new business acquisition and retention efforts.
Your agency may not utilize its AMS to its full potential, resulting in missed opportunities for increased efficiency and ROI.
Boost marketing and customer engagement with these GenAI prompts.
What does it take to be a strong and successful agency owner?
The new form is one of many declination forms available on the E&O Guardian site.
Coverage declination forms signed by clients are crucial tools when defending a “failure to offer” claim.
MAIC is currently soliciting agenda items for discussion at the MAIC meetings in Kansas City this fall.
How to find insights and opportunities for improvement in your financial statements.
Be part of the ultimate event for Vertafore product users. IIAT members get discounted registration.
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.
There are several things that independent insurance agencies can do to minimize the impact of a hard market on their 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 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.
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.
The key to solving the talent gap requires organizational flexibility. Enter the “skills-based organization.”
Take our free, all new, Operational Agency Assessment and receive a customized action plan for your agency.
Let our team of savvy, seasoned insurance professionals help. Together, we’ll help you find solutions to your agency's challenges.
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.
During unpredictable times, agency owners who are investing in their agencies are going to be very well positioned for whatever the future holds.
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.
The unintended consequences of keeping your agency's plans for the future a secret with staff.
Ask yourself these important questions when you think you're ready to buy an agency.
Knowing when and if to sell is a difficult decision. Here are some indicators that it might be time.
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?
It’s a new year. Time to get your annual checkup, refresh goals and get to work.
What does it take to be a strong and successful agency owner?
IIAT members can get exclusive access at a discount.
Making the decision to buy an agency is a big one that can be costly if you do not invest in the right advice.
InsurBanc President & CEO Dave Tralka shares valuable insights and case study examples of how a financial partner can help an independent agency prosper.
It depends on the type of transaction you want and your transition goals.
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.
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.
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.
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.
The key is to speed up the payment process and minimize the chance of non-payment.
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.
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.
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.
Even with the best remote onboarding process, mistakes happen. WAHVE can help.
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.
The biennial report is hailed as the most comprehensive look at the independent agency system. Plus, download the FREE COVID-19 Impact Summary.
Ownership of expirations, including related records and data, is perhaps the most critical issue for independent agents to consider in their company appointment contracts.
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.
