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Past Issues - Last 12 months

May 2023

Insurance Referral Types on

In this issue:

  • 3 Insurance Referral Types Available on
  • Your New Insurance Company Appetite Guide – May 2023
  • New Option for Small Agencies: Broker Buddha
  • Agent Success Story: Jill Roth

April 2023

New! Warm Transfer Referrals

In this issue:

  • New! Instantly Connect with Insurance Prospects through Claim-it
  • Insurance Buying Trends for Small Businesses
  • 101 Weston Labs: Accelerating the IA Channel
  • Agent Success Story: Chuck Greenberg

March 2023

Producer Availability Problem

In this issue:

  • Solving the Producer Availability Problem
  • Your New Insurance Company Appetite Guide – March 2023
  • Artificial Intelligence: Already Helping Agents Today
  • Agent Success Story: Stephen Appenfelder

February 2023

The Uber of Insurance

In this issue:

  • 3 Emerging Insurance Buying Trends Every Agent Needs to Know this Spring
  • Insurtech: Enhancing the Transaction, Not Eliminating the Tradition
  • Join Our Claim-it Webinar
  • Agent Success Story: Melisa Seiler
January 2023

How to Calculate Your ROI

In this issue:

  • What Is ROI, and How Do I Calculate It for My Insurance Agency?
  • Experience the Inaugural Big “I” InsurTech Summit
  • Insurance Companies That Are Lifting Up Independent Agents: Our List for 2022
  • Claim-it Leads Success Stories 2022 Mash Up

December 2022

January's Peak Insurance Trends

In this issue:

  • Get 1:1 Onboarding for Your Insurance Agency When You Sign up for Advantage
  • Peak Insurance Activity Trends for January
  • Big ‘I’ Announces Inaugural Insurtech Summit
  • Agent Story: Brendan Moser
November 2022

Build Your 2023 Marketing Plan

In this issue:

  • 5 Tips for Building Your 2023 Insurance Agency Marketing Plan
  • Your New Insurance Company Appetite Guide – November 2022
  • 20-Minute Master Class: Content Strategies for SEO
  • Agent Story: Tom Smith

October 2022

How to Win Insurance Claim-it Leads

In this issue:

  • Best Ways to Win Claim-it Leads from
  • Trending: Most Popular Insurance Bundles on
  • Agent Story: Dave Mitchell

September 2022

New Appetite Guide

In this issue:

  • Your New Insurance Company Appetite Guide – September 2022
  • State Associations Give Opportunities to Independent Agents
  • Agency Story: Kimberly Natale
  • Coterie: Writing Their Own Script

August 2022

Fall's Hottest Insurance Products + What Is Keyword Research?

In this issue:

  • 4 Personal Insurance Products Trending This Fall
  • What Is Keyword Research? How to Help Your Insurance Agency Organically Rank Online
  • Agent Story: Kerby Woodard

July 2022

Commercial Agent Survey Results + How to Optimize Your About Us

In this issue:

  • Finding and Winning New Commercial Business
  • How to Tell Your Insurance Agency’s Story
  • Agent Story: Christen Losey

June 2022

Leads vs. Referrals and Why the Difference Matters to Your Agency

In this issue:

  • Leads vs. Referrals: What’s Better for My Insurance Agency?
  • Your New Insurance Company Appetite Guide – June 2022
  • Agent Story: Paul Jacobs Jr. and Paul Jacobs Sr.
  • How Influencers Are Helping Your Insurance Agency