Our annual Insurance Agency Industry Report forecast is now available.

As we move into the new year, many agency owners are planning for 2026. Speaking with

several of them over the last 3 weeks, many are starting to worry that the economic outlook may have a negative impact on their personal lines, and Medicare business. This, along with high premiums driving clients to price shop, creating lower retention rates, is forcing them to rethink ways to increase efficiency, retention and new premium revenue. Many are looking into AI productivity and voice agents as a way to help.