Blog
Practical articles on agency management, compliance, technology, and growth — written for independent P&C agencies.
Key features to evaluate, questions to ask vendors, pricing models, and red flags to watch for when selecting agency management software.
Read articleWhat commission reconciliation is, why it matters, common pitfalls like missing commissions and incorrect splits, and how to systematize the process.
Read articleRecognizing when spreadsheets are holding your agency back — from version conflicts and missing audit trails to renewal tracking gaps.
Read articleWhat surplus lines are, diligent search requirements, state filing obligations, documentation best practices, and common compliance mistakes.
Read articleTypes of documents agencies process, how AI extraction works, what fields can be extracted, accuracy considerations, and implementation tips.
Read articleWhat ACORD is, why standardized forms matter, the most common forms (125, 126, 127, 130, 140), and tips for filling them out correctly.
Read articleCommon reasons for client churn at renewal, the cost of losing versus retaining a client, and retention strategies that actually work.
Read articleKey features including audit trails, multi-signer workflows, templates, legal validity, security requirements, and AMS integration.
Read articleSee how Insurstein helps independent agencies manage their book of business with modern tools.
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