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2025 Strategic Initiatives for Retail Agencies: Adapting, Evolving, and Excelling in a Changing Market

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In a rapidly evolving market where customer expectations and industry dynamics are constantly shifting, retail agencies must remain agile and proactive to stay competitive. ReSource Pro’s annual research on strategic initiatives provides observations of the retail agent and broker market from a survey of industry executives, evaluating 12 primary strategic initiatives for retail insurance agencies in 2025.

It offers comprehensive analyses of six initiatives with the most activity, examining implementation levels, maturity, and future deployment plans. The report then concludes with a clear action plan for agencies developing their strategies and positioning themselves to meet the demands of the modern consumer.


Please click here to access the report – if you are not an Advisory client, please fill out the included form and someone will reach out to you.

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  • Strategy