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Spring is a great time for reorganizing and rethinking old practices and embracing new ideas has been key to the success of many agencies and brokerages. Facing a swirl of ever-changing technologies and a shifting regulatory landscape, agents and brokers need to constantly evolve and adapt to thrive, if not survive.

Related: 5 dated insurance business tools, technologies

This checklist will outline some concepts that top insurance agents and brokers are thinking about this year, as a booming economy brings both new opportunities and increased competition:

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