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193 articles · Page 4 of 20

July 6, 2026 Best Practices

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

July 5, 2026 Best Practices

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

July 4, 2026 Best Practices

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

July 3, 2026 Compliance

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

July 2, 2026 Best Practices

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

July 1, 2026 Features

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

June 28, 2026 Compliance

STM regulations vary wildly state-by-state; an agency compliance officer's framework for managing the patchwork.

June 27, 2026 Features

Hospital indemnity is the highest-margin Medicare supplement attach. How agencies systematize the cross-sell across all agents.

June 26, 2026 Compliance

When life agents drift into "advice" — and how agency compliance officers prevent it.

June 25, 2026 Best Practices

The existing Med Supp book is the highest-margin life sales channel an agency has. Cross-sell process design.

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