Agency Nexus · Blog
Insurance agency operations blog
Notes on the parts of running an independent P&C agency that software is supposed to make easier, and what has to be true for that to actually happen.
- Written for
- Independent P&C agencies
- Articles
- 4
- By
- Sourcy Inc.
Latest
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Where agency commission leaks, and how to find it
The five places commission quietly goes missing in an independent agency — unreconciled lines, uncharged-back cancellations, splits over 100%, endorsements with no transaction, and months that never close — and what catches each one.
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The life of a certificate request
What actually happens between "we need a COI" and a holder with a valid certificate: choosing the right ACORD form, where the limits come from, additional insured and waiver, delivery, and the renewal nobody remembers.
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Migrating from another AMS without losing the messy 5%
Why AMS migrations stall halfway, what actually has to happen to a book between the export and the first day of work, and the questions to ask before you commit.
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Renewal automation that agencies actually keep using
The 90/60/45 rhythm, why those marks and not others, what belongs to rules rather than judgement, and the failure modes that make agencies switch the automation off.