Essential Resources & Blogs for Insurance Agency Success

Articles, podcasts, videos, and industry guides to support
you and your insurance agency

Aleatory Insurance Definition: Understanding the Legal Foundation of Insurance Contracts

Agency Owner Articles

Introduction to Aleatory Insurance Most of us will sign insurance agreements several times throughout our lives. Yet beneath what seems like a simple exchange of premium payments for protection lies a complex legal framework built on a fundamental concept: the aleatory contract. The aleatory contract insurance definition refers to a specific type of legal agreement […]

How to Grow an Insurance Agency (From Agency Owners Who Did it)

Agency Owner Articles

Introduction to Growing an Insurance Agency Many agency owners share a common challenge—they want to grow insurance and expand their insurance agency business but often feel overwhelmed by all the growth tactics out there. Learning how to run an insurance agency and how to start your own insurance agency isn’t just about finding new leads; […]

How Agencies Can Use Outsourced Insurance BPO Teams

Agency Owner Articles

Introduction to Outsourcing Insurance BPO Teams Insurance carriers and agencies today face unprecedented operational challenges: rising costs, persistent staffing shortages, and increasingly demanding client expectations for service excellence. These pressures are compelling agencies of all sizes to reevaluate their operational strategies, particularly regarding back-office functions. Insurance agency back office outsourcing (or insurance BPO) has emerged […]

Marketing Strategies to Grow Your Insurance Agency (from the Experts)

Agency Owner Articles

Introduction to Insurance Marketing Strategies Let’s face it – marketing insurance agency businesses today isn’t easy. Agencies are up against tough competition, the complexities of digital marketing for insurance agencies, and consumers who are more distracted than ever. While traditional approaches like referrals and print ads still matter, they just aren’t enough on their own […]

Contractual Liability Insurance: Understanding Coverage & Risks

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Navigating the Complexities of Contractual Liability Insurance Understanding insurance can often be overwhelming, particularly when it involves contractual liability insurance. This specialized form of contract insurance is essential for businesses, as it protects against potential financial losses arising from liabilities assumed within contracts. Liability insurance contracts play a crucial role in managing risks associated with […]

Risk Retention Group (RRG): Pros and Cons Overview

Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training

Understanding the Pros and Cons of a Risk Retention Group Navigating insurance options can be challenging, especially when exploring alternatives like RRG insurance. But what exactly is a risk retention group, and what does RRG stand for? In simple terms, a risk retention group (RRG) is a liability insurance company owned directly by its members, […]

Essential insurance agency software Solutions in 2025

Agency Owner Articles, Agency Staff Articles

What to Look for in Insurance Agency Solutions The insurance industry has seen major digital shifts recently, with cutting-edge insurance agency management systems becoming a key advantage for successful firms. As we move through 2025, agencies using robust insurance agency management software are gaining a significant edge over rivals that are still stuck with outdated […]

The Complete Guide to Insurance Loss Run Reports

Agency Staff Articles, Coverage Article

Understanding the Importance of a Loss Run Report​ Insurance professionals frequently express frustration when navigating loss run reports, dealing with delays, unclear data, and the challenge of clearly conveying essential loss history to stakeholders. Executives and account managers, especially those who train new employees, understand that overlooked details in these reports significantly impact coverage decisions, […]

How to Complete ACORD Agent of Record Forms

Agency Staff Articles, Coverage Article

Understanding the ACORD 36 Agent of Record Form In 2023 alone, the United States insurance industry produced $1.54 trillion in written premiums. Because of this enormous figure, having effective insurance representation through an broker of record is vital for agencies and policyholders alike. Yet, switching insurance representatives involves more than a simple handshake. That’s where the […]

How to Complete the ACORD Cancellation Form – ACORD 35

Agency Staff Articles, Coverage Article

Understanding the ACORD Cancellation Form The ACORD cancellation form is essential in documenting and formalizing the termination or modification of insurance policies. This form, also referred to as the LPR insurance form or lost policy release form, helps prevent coverage disputes, maintain compliance, and streamline administrative processes. When to Use an ACORD Cancellation Form Insurance […]