Sign In

Blog

Latest News

Agency AI Labs Community – IndependentAgent.com

Connect. to learn Contribute. The AI ​​Labs Community is your space to continue the conversation outside of our live sessions. While AI Labs events provide structured learning opportunities, innovation happens between meetings—in the questions we ask, the ideas we share, and the problems we solve together. This community brings these moments together into one shared […]

Read More

RLI Contacts

A large personal “I” umbrella. RLI contacts To access the RLI Personal Umbrella and RLI Home Business markets, contact your Greater Me State Association’s dedicated RLI Administrator. Download the PDF Contact your RLI administrator Alabama Tangerie UnderwoodAlabama AIIAthunderwood@aiia.org205-326-4129 ext. 105 Alaska April Pitz Independent Alaska Insurance Agents and Brokersapril.pitz@iiaba.net800-221-7917 Arizona April Pitz Arizona Independent Insurance […]

Read More

E&O Mistakes That Get Agents Sued (And How to Avoid Them!)

E&O mistakes that get agents sued (and how to avoid them!) REGISTRATION COMING SOON We invite you to join the big “I”. “I” have great professional responsibility. and Swiss Re Corporate Solutions for the next session of the Agency Risk Management Webinar Series, designed to educate agents and reduce their E&O exposure while helping to […]

Read More

ACT’s Claims Process Framework – IndependentAgent.com

Provide clarity, consistency and certainty when your customers need it most When customers experience complaints, our industry has an opportunity to demonstrate its true value. A claim often arises after an unexpected, stressful, sometimes life-changing event. At these times, customers rely on the guidance, support and expertise of their insurance agency and carrier. Helping customers […]

Read More

Business Intelligence Tools (BI) – IndependentAgent.com

Business intelligence platforms—Power BI or built-in tools from vendors like ITC or Zywave—pull data from your AMS and turn it into dashboards: loss ratios by carrier, retention by manufacturer, revenue by activity. Instead of creating a report and interpreting a spreadsheet, you’re looking at a live view that updates as your data changes. A real […]

Read More

Cloud Collaboration vs. On-Premise Systems

Cloud vs On-Premises – What’s the Difference? Local equipment means that the equipment is located in your office. Your agency owns the server, maintains it, patches it, and is on the hook if it goes down. The cloud means that the infrastructure lives on someone else’s servers, Microsoft, Google, your AMS provider — and you […]

Read More

What Are APIs? – IndependentAgent.com

What is an API? APIs—Application Programming Interfaces—are the invisible connectors that allow your technology systems to talk to each other. They ensure seamless data transfer between tools, reducing manual work, eliminating duplicates and increasing accuracy. An easy way to understand the API. Think of APIs as bridges Think of APIs as bridges connecting two separate […]

Read More

Data Integration Tools – IndependentAgent.com

ETL stands for Extract, Transform, Load. It runs on a schedule, usually nightly or weekly, pulling a batch of records from one system, reformatting them as needed, and uploading them to another. No one runs it manually. It just works. You almost certainly already use ETL and don’t call it that. IVANS Download, an ETL […]

Read More

AI Workflows & Use Cases for Agents

AI workflows and use cases for agents RECORD June 30, 2026 Real agents. Real work processes. This session looks at how agencies are actually using AI today – from notes to meetings to renewal preparation and client communications – so you can see exactly where to start and what’s working right now. Kimberly Fox Head […]

Read More

AI Governance: Protecting Your Agency & Your Clients

Managing Artificial Intelligence: Protecting Your Agency and Your Clients RECORD June 23, 2026 Responsible use of AI is optional – it’s a matter of risk management. Learn what you need to know about data privacy, customer information, E&O exposure, and how to create a simple AI policy for your agency before things go wrong. Jason […]

Read More