For more info or to purchase the Best Practices study, visit independentagent. com / best-practices / •
FEATURE
I would highly recommend partnering with a fractional or part time CFO service if you are contemplating becoming a Best Practices Agency. There is simply a lot of data to gather and it can feel overwhelming going it alone. Partnering with a CFO Service not only helped give us the confidence to submit our information but also the expertise to do it correctly."
HOLD ON TO YOUR CLIENTS
LEARN MORE ABOUT THE STUDY
For more than 32 years, the Big“ I” and Reagan Consulting have studied the most successful independent agencies nationwide, uncovering key financial and operational benchmarks that drive performance.
For more info or to purchase the Best Practices study, visit independentagent. com / best-practices / •
Affordable Insurance for Affordable Housing. Specializing in insurance solutions for manufactured homes, specialty dwellings, and other underserved housing markets.
Interested in learning more? Reach out to Twila Hall, twhall @ aegisfirst. com.
Specializing in providing insurance product solutions for agricultural businesses. We offer comprehensive coverage for stand-alone irrigation equipment. We also provide package policies including supporting auto and excess for entities engaged in owner-occupied farming and ranching operations
Superior Service! We use cutting edge technologies to enable us to underwrite, quote, bind and issue policies fast, typically within 24 hours of submission.
Reach out to Brett Hyde to discuss opportunities, bhyde @ aegisag. com
2021
RETAIN CLIENTS BY CROSS-SELLING PERSONAL UMBRELLA
Clients who have multiple policies with your agency are less likely to move their business elsewhere. Offering every client a personal umbrella is an easy way to protect your agency’ s book of business, boost sales, and protect the clients who trust you.
The RLI Personal Umbrella features:
� Limits up to $ 5M available($ 1M in NM)
� Keep the current home / auto carrier
� No age limit on drivers
� Up to one DWI / DUI per household allowed
� Simple, self-underwriting application
� E-signature and credit card payment options
� Immediate coverage available in all 50 states and D. C.
LEARN MORE AT INDEPENDENTAGENT. COM / RLI.
NOVEMBER / DECEMBER 2025
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