Webinars, Videos, and More

Commercial referrals get waved off more often than they should. Here's why personal lines agents pass on them, and the three things worth knowing before you do it again.

Our July Lunch and Learn covered three things you can put to work today: PolicyPaste updates that handle trickier forms and add a keyboard shortcut for faster pasting, a new one-click driver's license lookup right inside submissions, and a phone shortcut trick that puts your Canopy Connect link three letters away. Then came the surprise—early access to Trailhead, a new feature that gives prospects a warm, branded first impression before they share their information.

You know the feeling. Someone fills out a form, you spend half an hour building a clean, accurate quote, and then they disappear. This post breaks down how to tell a serious buyer from a bad fit in the first few minutes of contact, using a handful of signals most agents already have access to but never actually use. It also covers why the way someone responds during intake is one of the best qualifying signals you have.

Going independent comes with a steep learning curve. Here are ten things experienced agents wish they'd known before year one, from building a consistent pipeline to why the fundamentals always compound.

David Carothers didn’t just build a successful insurance agency—he built it on his own terms. In this episode, he shares how rejecting “average,” leaning into relationships, and refusing to ask for permission shaped Florida Risk Partners into what it is today. From the early days of grinding it out to his philosophy on growth, partnerships, and insurtech, David makes one thing clear: success in insurance isn’t about following the playbook—it’s about owning your path and putting in the work.

Charles McDade shares lessons from his journey building an independent agency, highlighting why relationships, community, and consistency matter more than ever in modern insurance.