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Tect Trends and Resources for the Independent Agent

News & Views

for the week of

Insight + Analysis for the Independent Agent

 Courts Halt DOL’s Expanded Fiduciary Definition
Courts Halt DOL’s Expanded Fiduciary Definition
Two Texas district courts issued stays on the rule, which was scheduled to take effect Sept. 23 and would expand the meaning of “fiduciary” under the Employee Retirement Income Security Act (ERISA). Learn More

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Top 5 Most-Read Articles in Independent Agent in July
July brought a significant blow to the Federal Trade Commission (FTC) ban on noncompete agreements, and a global tech outage highlighted agency vulnerabilities. Learn More
Does a CGL Cover a Golf Cart Used on a University Campus?
Does a CGL Cover a Golf Cart Used on a University Campus?
A nonprofit wants to use a golf cart, which is not required to be licensed in the state, to travel around a university campus. Is the golf cart considered an auto or mobile equipment? Learn More
5 Ways to Leverage AI on Social Media
5 Ways to Leverage AI on Social Media
From writing a better message to improving posting efficiency, artificial intelligence (AI) can help agents use social media to engage clients and drive business growth. Learn More
Earn-Out Evolution: How Have Sellers Performed Post-Closing?
Earn-Out Evolution: How Have Sellers Performed Post-Closing?
A survey from Reagan Consulting examined how earn-out structure has evolved and why sellers have been achieving better post-closing results. Learn More
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Fundamentals Over Fads: Free Marketing Webinar
Take away tips and tools on modernizing your agency's marketing from a Big “I” Agents Council for Technology (ACT) webinar on Aug. 14. Learn More
ACT To Host Session at Ivans Connect
Join the Big “I” Agents Council for Technology (ACT) at Ivans Connect on Sept. 9 in Nashville, Tennessee, for an interactive conversation on tech. Learn More
August Independent Agent Issue Available Now
Make the most of your experienced staff before they retire. Learn More
AM Best Panel: Insurance Marketing and AI
Join the webinar tomorrow, Aug. 2, at noon ET. Learn More
New Inclusive Agency Training Series Live Sessions
Register today for the next live cohort dates and learn how diversity, equity and inclusion can drive business growth. Learn More
Register by Aug. 14 for Big ‘I’ Fall Leadership Conference
Join us Sept. 4-8 in Indianapolis to make unique connections with industry leaders of today and tomorrow. Learn More
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