Field notes on running a modern agency.
Playbooks, teardowns, and operating principles from inside real insurance agencies running on 360 AI BCC. Written for owners who want to ship on Monday.
- AIAgency Operations
AI for Insurance Agencies: A Practical 2026 Playbook
How independent insurance agencies are using AI to grow production, tighten operations, and coach agents — without replacing the human touch.
June 18, 20268 minRead - CommissionsCompensation
Commission Structures That Scale: Tiers, Overrides, and Chargebacks
A field guide to building commission plans that motivate producers, protect margin, and don't fall apart when you add a new product line.
May 4, 20267 minRead - SEOAEO
AEO for Local Agencies: Getting Cited by AI Answer Engines
Search is shifting from ten blue links to AI answers. Here's how a local insurance agency should structure its site to get pulled into those answers.
April 12, 20266 minRead - CoachingAI
Insurance Agent Coaching with AI: What Actually Works in 2026
A practical framework for using AI coaching tools to lift producer performance in an independent insurance agency — without turning coaching into surveillance.
March 22, 20269 minRead - Lead ManagementSales Ops
Insurance Lead Management Best Practices for Independent Agencies
A modern lead management playbook for independent insurance agencies — how to score, route, follow up, and stop losing warm leads to the void.
February 14, 20268 minRead - CommissionsRetention
Chargebacks and Cancellations: How Top Agencies Protect Commission
A field guide to reducing chargebacks and early cancellations in an independent insurance agency — policy, process, and producer behavior that actually move the number.
January 27, 20268 minRead - HiringTeam Building
Hiring Insurance Producers: A Modern Playbook for Small Agencies
How to source, screen, and onboard insurance producers in a tight labor market — the pipeline and interview loop that actually predicts on-the-job performance.
December 9, 20259 minRead - KPIsReporting
Insurance Agency KPIs That Actually Matter (and the Ones to Ignore)
A tight list of the KPIs a modern independent insurance agency should track weekly — plus the vanity metrics quietly wasting your team's attention.
November 11, 20258 minRead