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A recent report from the Independent Insurance Agents & Brokers of America (aka the Big “I”) shows independent agents are gaining market share. This signals a major opportunity for agents – and the right partnership can help you take advantage of this growing marketplace.

Savvy agents regularly review KPIs for their agencies. Here are the four KPIs insurance agencies should track in 2023 to increase their chances of success.

Smart Choice® has been named an Inc. Power Partner award winner in the Insurance category. The award recognizes companies that are devoted to providing entrepreneurs with the tools and resources they need to start, run, and grow their businesses.

Here are the five essential insurance agent communication skills you need to close more business this year.

Most agents join an agency alliance or network to receive help accessing carrier appointments, but not all of these alliances are created equal.

Martha Hernandez wants to provide her clients with all the insurance coverage they need, but finding the right match wasn’t always possible in the captive model where she started her career.

Smart Choice VPs Oliver Travieso and David Wilson were recent guests on the Insurance Town podcast discussing commercial and E&S markets with host Heath Shearon.

So, you want to know the difference between an insurance customer relationship management (CRM) solution and an agency management system (AMS)—which one your agency needs, and what the uses are for each. Well, you’ve come to the right place!

While captive agents are beholden to a single carrier (and their rates), independents are uniquely positioned to help clients navigate the complex world of insurance and find the coverage they need at a price they can afford. Independent agents can beat the hard market by tapping into the excess and surplus (E&S) market.

But in the current market, it can be nearly impossible to become a successful independent agent. Joining an insurance agency network ensures that you have someone negotiating on your behalf for things like commission rates, bonus and incentive opportunities, markets access, and more. The right insurance agency network can make all the difference to a new or struggling agency.

Maria Del Mar Lopez, the owner and president of MDM Insurance Enterprise, has been in the insurance industry since 2006. Prior to starting MDM, she worked for a several different insurance agencies. She was very good at what she did, but she felt that her success was limited.  She knew she could achieve more … if only she could open her own independent agency.

Strategic Planning and Best Practices:

Attainable, Achievable Results for Your Agency

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