Watch the on-demand webinar

At the start of 2026, independent agencies anticipated a year defined by AI adoption, shifting market conditions, operational efficiency, and rising client expectations. Now that the year is underway, what's actually happening and what should agency leaders prioritize next?

Join James Thom, Vertafore's Chief Product Officer, and Kasey Connors, Executive Director, ACT of IIABA, for a candid mid-year discussion on the trends reshaping independent agencies. This session explored where expectations match reality, where agencies are adopting fast, and what leaders should focus on to remain competitive through the rest of 2026.

Topics include:

  • The real state of AI adoption in agencies
  • How market stabilization is impacting growth strategies
  • Why client communication is becoming a competitive differentiator
  • Operational changes high-performing teams are making now
  • What agency owners should prepare for in 2027 planning


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