Resources

Agents Confidential #16, LXXV

May 14, 2026 | Pdf

Published May 14, 2026

Agents Confidential #15, LXXV

April 30, 2026 | Pdf

Published April 30, 2026

Maximize AI, Maximize Sales & Service

April 29, 2026 | Article

AI is no longer the future for insurance agencies—it’s the present. But here’s the reality: Most agencies still treat it as a shiny toy rather than as a strategic sales and service accelerator. The agencies that will dominate the next decade aren’t just dabbling in AI, they’re maximizing it.

Agents Confidential #14, LXXV

April 16, 2026 | Pdf

Published April 16, 2026

Agents Confidential #13, LXXV

April 2, 2026 | Pdf

Published April 2, 2026

Insurance Customer Representative Licensing Qualifications: Pre-Licensure Education Requirements

March 27, 2026 | Article

Insurance Customer Representative Licensing Qualifications CS/HB 1343 Effective date: July 1, 2026

Insurance Customer Representative Licensing Qualifications: Insurance and Personal Finance Course

March 27, 2026 | Article

Insurance Customer Representative Licensing Qualifications CS/HB 1343 Effective date: July 1, 2026

Department of Financial Services: My Safe Florida Home Program

March 27, 2026 | Article

Department of Financial Services CS/CS/CS/SB 1452 Effective date: Upon becoming law

Department of Financial Services: Division of Workers’ Compensation

March 27, 2026 | Article

Department of Financial Services CS/CS/CS/SB 1452 Effective date: Upon becoming law

Department of Financial Services: Division of Insurance Agent and Agency Services

March 27, 2026 | Article

Department of Financial Services CS/CS/CS/SB 1452 Effective date: Upon becoming law

Limited Licenses for Portable Electronics or Eyewear Insurance: Limited Licenses and Registration

March 27, 2026 | Article

Limited Licenses for Portable Electronics or Eyewear Insurance CS/SB 772 Effective date: July 1, 2026

Citizens Property Insurance Corporation: Commercial Clearinghouse

March 27, 2026 | Article

Citizens Property Insurance Corporation CS/CS/SB 1028 Effective date: Upon becoming law

Reinsurance Intermediary Managers: Reinsurance Intermediaries

March 27, 2026 | Article

Reinsurance Intermediary Managers SB 394 Effective date: July 1, 2026

Protected Cell Captive Insurance Companies

March 26, 2026 | Article

Protected Cell Captive Insurance Companies CS/CS/HB 883 Effective date: July 1, 2026 Chapter No. 2026-72, LOF

Sticking Points: Where Even The Best Agencies Get Stuck

March 25, 2026 | Article

After working with hundreds of large, high-performing independent agencies, one thing continues to surprise me: Success doesn’t prevent agencies from getting stuck—it often hides it.

Agents Confidential #12, LXXV

March 19, 2026 | Pdf

Published March 19, 2026

Agents Confidential #11, LXXV

March 5, 2026 | Pdf

Published March 5, 2026

The Three Phases of Agency Transformation

February 26, 2026 | Article

Every independent insurance agency, regardless of size, geography, niche, or history, is on a journey. Some agencies grow steadily year after year. Others plateau.

Agents Confidential #10, LXXV

February 19, 2026 | Pdf

Published February 19, 2026

Agents Confidential #9, LXXV

February 5, 2026 | Pdf

Published February 5, 2026