Insights
A research library for brokerage operators.
Analysis, guides, and essays on how independent insurance brokerages grow revenue and reduce operating drag. Written for owners and the people running the renewal motion — not a casual blog.
Categories
Three areas we write about.
Brokerage operations
01
How high-performing independent brokerages run renewals, submissions, service, and producer workflows — and where the operating drag accumulates.
Planned coverage
- —The true cost of a manual renewal
- —Where producer time actually goes
- —Standardizing service without adding staff
Articles coming soon
AI in insurance brokerage
02
Practical, grounded analysis of where AI helps brokerage workflows today — and where it does not.
Planned coverage
- —AI for submission and renewal review
- —Keeping outputs cited and auditable
- —Adoption without disrupting producers
Articles coming soon
Specialty insurance / E&S
03
Coverage, placement, and operating considerations specific to specialty lines and the excess & surplus market.
Planned coverage
- —Comparing E&S forms and endorsements
- —Appetite mapping across specialty carriers
- —Compliance documentation for E&S
Articles coming soon
Stay close
New research is published to partners first.
Book a session to get on the list and receive new guides as they are published.