Category Archives: Agency Management

Maximize Your Agency with IIAT’s Operational Improvement Review

Did you know IIAT’s Continuous Improvement Director Angela Ford offers hands-on consulting services for IIAT members? An IIAT Operational Improvement Review conducted by Angela provides an objective, systematic review of critical agency operations and practical recommendations to help improve your agency’s … Continue reading

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Formulating an Exit and Succession Plan

The right plan is essential when you’re ready to move on from your insurance agency, whether it’s into retirement or to another business. A recent article published in  Property Casualty 360 article,  explores how to get prepared for the future and … Continue reading

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Tips for Navigating M&A Hazards

“Don’t ‘ready, fire, aim.’” That was one of the tips from Matthew Davis, Swiss Re Corporate Solutions claims manager, when he served as a panelist during the recent Big “I” Agency Risk Management Essentials webinar, Navigating the Hazards of Buying, … Continue reading

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Get Your Copy of the 2018 Future One Agency Universe Study

The findings of the 2018 Future One Agency Universe Study were released this week, and the state of the independent agency system remains strong and healthy! The number of independent agencies in the U.S. stands at 36,500—a slight decline since … Continue reading

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Your Flexible Office

Need an experienced, knowledgeable, professional addition to staff? IIAT members are finding that remote staffing through WAHVE is the answer. Read an independent agent veteran’s perspective on how working remotely has made her feel more connected to her team now than … Continue reading

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Texting Resources to Help Agents Comply with Legal Requirements

Text messaging gives independent agents a quick and simple way to communicate with clients, on an individual or aggregate basis, regarding policy reminders, new product offerings and risk management tips. But the Federal Communications Commission (FCC) has broadly interpreted the … Continue reading

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Protecting Business Data During Natural Disasters

In the aftermath of a serious disaster, businesses face the risk of downtime due to damaged equipment and lost company and client data. The most important thing that every company needs is a frequently updated copy of its data that … Continue reading

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Kyle Dean of Dean & Draper Shares his Agency Perpetuation Story

IIAT member Kyle Dean, president & CEO of Dean & Draper Insurance Agency in Houston, is one of three agents featured in a recent Independent Agent magazine article on agency perpetuation. Following his father’s unexpected passing in July 2013, Kyle … Continue reading

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Using Images to Build Shared Connection Among Your Agency Team

For the past couple of years, we at IIAT have used image exercises to build culture and reinforce shared vision, purpose and values. The use of images helps people connect with ideas and each other on an emotional level. When … Continue reading

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IIAT Member Agencies Share Disaster Preparedness Measures that got them Through Harvey

Two IIAT member agencies headquartered in Houston, Wortham Insurance and Risk Management and Focus Insurance & Financial Services, were featured in a recent Big “I” Independent Agent magazine article on disaster preparedness. In the article, “How Would Your Agency Fare … Continue reading

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