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167 articles · Page 1 of 17

July 10, 2026 Technology

Erlang C for Agencies

Erlang traffic formulas applied to insurance call patterns; how agency principals plan staffing without a math degree.

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July 9, 2026 Best Practices

Call-Floor Management 2026

Physical and remote floor management — supervisor-to-agent ratios, queue management, midday huddles, and the metrics that drive each.

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July 8, 2026 Compliance

Agency E&O Coverage

E&O specifics for insurance agencies — how claims history affects rates, group rate strategy, and what limits actually protect the agency.

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July 7, 2026 Compliance

Multi-State NIPR Workflow

Licensing across 10+ states drowns agencies that don't systematize. How agency principals build a NIPR workflow that scales.

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July 6, 2026 Best Practices

90-Day Onboarding

A 90-day plan with weekly milestones cuts 12-month attrition by roughly 30%. The structure agency principals should run.

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July 5, 2026 Best Practices

Override Management

Most agencies under-recover overrides by 3–8% via bad reconciliation. The operational framework for managing carrier overrides at scale.

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July 4, 2026 Best Practices

Commission Grid Design

Grid design directly affects persistency, retention, and unit economics. The principles for designing a comp plan that does what the principal wants.

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July 3, 2026 Compliance

1099 vs W-2 Guide

Misclassification creates IRS plus state DOL exposure. The current 2026 ABC test status and how agency owners should structure their teams.

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July 2, 2026 Best Practices

Hiring Channel ROI

Cost-per-hire benchmarks across Indeed, Glassdoor, ZipRecruiter, referrals, and college recruiting — what scaled agencies actually use.

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July 1, 2026 Features

Accident Insurance Cross-Sell

Workplace and individual accident coverage benchmarks for working-age books — and why most agencies leave the attach on the table.

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