Over the course of my career I have been involved in more than 25 agency acquisitions, first as VP of...

One of the more consistent things I have observed working with brokerage teams on technology implementation is how different the...

After nearly two decades working inside agencies and helping teams implement and redesign their operating models, I have come to...

What 25+ acquisitions taught me about growing a brokerage without growing the headcount. In the years I spent helping integrate...

Across the insurance industry there is growing excitement, along with a rapidly expanding set of technology options. AI tools, automation...

A day in the life of an account manager at Heffernan Insurance Brokers. Lauren Sebastiani remembers the rhythm of the...

Most brokerage training still happens through shadowing—sitting beside someone experienced, watching how they work, and picking it up over time....

An account manager starts their day in their inbox. A new submission comes in—attachments, loss runs, scattered details across multiple...