Is your book leaking revenue? Run your 60-second diagnostic.
Calculate your agency's revenue leakPractical, in-depth guides for independent P&C agents on retention, lead response, reviews and referrals, and the everyday systems that decide how much commission revenue your agency actually keeps.
Edited by Max Grossman.
The complete retention system for independent P&C agencies: renewal cadence, speed-to-lead, reviews and referrals — built around your existing AMS.
Most independent P&C agents lose 5–15% of annual commission to silent churn. Here's the math, the benchmarks, and the share that's actually recoverable.
The 60/30/7 system is the simplest, most defensible renewal cadence for independent P&C agencies. Here's the exact rhythm, the messages, and the tools.
A practical, vendor-neutral breakdown of AMS360, HawkSoft, and EZLynx — what each handles well, what they don't, and why every independent agency still has a follow-up gap.
You can't out-discount Geico or State Farm. But you can out-serve them — and the service moves that actually move the needle are smaller than you think.
Automation isn't an all-or-nothing decision. Here's the small-agency roadmap: what to automate first, what to wait on, and the workflows to leave human.
Slow follow-up is the biggest hidden cost in most independent agencies. Here's how to put a real dollar number on it — and how to plug it.
Most lost renewals aren't shopped — they're forgotten. Here's exactly why independent agents lose them, and the 60/30/7 cadence that plugs the leak.
Reply to a new insurance quote in five minutes and your close rate jumps dramatically. Here's why — and exactly how to hit it without hiring.
Your AMS is a system of record, not a follow-up engine. Here's the AMS-vs-CRM distinction and when to add a CRM layer alongside it.
A retention system any small independent agency can stand up in one afternoon. Three touches, two channels, one spreadsheet to start.
The exact moments, channels, and scripts independent insurance agents use to ask for Google reviews and referrals without it feeling pushy.