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July 26, 2026 Technology

AgentTech as System of Record

Small and mid-sized agencies running dialer, CRM, recordings, dispositions, and reporting in AgentTech already have a unified data layer. Adding Snowflake on top usually duplicates spend.

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July 25, 2026 Best Practices

Agency SLA Design

SLA structures around connection time, abandonment, and conversion — what carriers and lead vendors expect, what agencies should commit to.

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July 24, 2026 Best Practices

Agent Tier Progression

A 5-tier career path that retains top agents and gives new agents a visible advancement track.

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July 23, 2026 Best Practices

Coaching Cadence Design

Top agencies run a tiered coaching rhythm — daily floor coaching, weekly 1:1s, monthly career conversations. The framework agency principals can deploy.

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July 22, 2026 Best Practices

Attrition P&L Analysis

$20–40K in hidden cost per departing agent. What every agency principal should track to manage attrition as the P&L line item it is.

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July 21, 2026 Compliance

Mid-Year Audit Template

An April–September self-audit checklist that every agency should run before AEP open. The compliance findings the principal must close before October.

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July 20, 2026 Best Practices

Virtual Call Center 2026

The 2026 reference architecture for a virtual insurance call center: laptops, headsets, browser dialer, and the operational practices that make remote teams work.

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July 19, 2026 Comparison

Call-Center Tech ROI

A 4-tier ROI framework for evaluating dialer, AI compliance, AI coaching, and automation investments.

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July 18, 2026 Best Practices

Bilingual Spanish Strategy

Roughly 18% of Medicare-eligible Americans are Hispanic; the operational advantage of running a deliberate bilingual book.

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July 17, 2026 Features

Multi-Tenant Agencies

The agency-of-agencies model: permissions, billing, reporting, and operational separation between sub-agencies that share infrastructure.

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