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Explore a range of informative webinars on hot topics, hosted by our in-house insurance geek, Tim Dodge.
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Personal Umbrella Policy
Access high-limit coverage through RLI and Hudson, with a team of dedicated underwriters, easy quoting, and no access fees.
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Access specialty markets and hard-to-place risks with no fees, no production requirements, and full ownership of your book.
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Our Grassroots Advocacy group equips you with tools to take action on key issues and amplify your voice in Albany, D.C., and your community.
Group of 100 – Build Relationships That Shape Policy
Group of 100 is a statewide grassroots network of independent agents advocating directly with local lawmakers to protect and strengthen our industry.
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InsureMyCareer – Share Your #DayInTheLife
Join insurance pros nationwide on Wednesday, February 25, and showcase the many career paths in insurance by sharing your #DayInTheLife with #InsureMyCareer on social media.
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Learn how NY First advances advocacy and research to protect New York’s independent agents.
Invest Program – Connect With Students
Engage with students through Invest and introduce them to careers in the insurance industry.
P&C Insurance Summit
Look back on the summit that brought together 200+ policymakers and industry leaders in Albany for critical discussions on the future of New York’s insurance market.
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The latest
Advocates in Action: G100 Day on the Hill in Albany
February 2, 2026
The New Leaders of Insurance Are Women & They’re Done Treating Menopause as Taboo
January 26, 2026
DFS Publishes Cyber Alert for Email Phishing Attempts
January 23, 2026
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jfurst@biginy.org
800.962.7950 EXT: 224

Balancing Client Service and Risk Management: Streamlining Success in 2025

January 7, 2025

Written by: Cindy Scharf, Agency Consultant As an independent insurance agent, you juggle many roles—client advocate, team leader, business builder, compliance “cop”, and more. Balancing amazing customer service with effective…

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The latest

Advocates in Action: G100 Day on the Hill in Albany

The New Leaders of Insurance Are Women & They’re Done Treating Menopause as Taboo

DFS Publishes Cyber Alert for Email Phishing Attempts

Operational Services

Balancing Client Service and Risk Management: Streamlining Success in 2025

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