The agency notebook
Better agency work starts with a better process.
Useful field notes for independent insurance teams: fewer dropped handoffs, clearer tools, and more thoughtful client follow-up. No miracle metrics or magic buttons.
Start here
Three guides you can put to work this week.
A practical way to stop losing insurance leads
An agency follow-up plan for the first response, quote handoff, and the days after a prospect goes quiet.
Read article
What should an insurance CRM actually do in 2026?
A buying checklist for agencies comparing an AMS, a CRM, marketing tools, and AI features—without paying twice for the same job.
Read article
A renewal follow-up plan that leaves room for people
A workable 90-, 60-, and 30-day renewal rhythm, with review points for service teams and thoughtful cross-sell prompts.
Read article