ReSource Pro’s latest research report, 2026 Strategic Initiatives for Retail Agencies: How Leading Agencies Are Investing for Growth, explores how independent agencies and brokers are shifting from incremental optimization to broader business transformation, investing in capabilities that enhance operational resilience and deliver differentiated customer experiences. Based on a survey of 82 industry executives, the report provides a data driven roadmap for agencies navigating rising customer expectations, evolving risk landscapes, workforce challenges, and growing competition from digital distribution models.
From cybersecurity and automation and AI to leadership and talent development, customer experience, and business intelligence, the report breaks down investment activity across 12 strategic initiatives and reveals how priorities diverge between small and large agencies.
Key topics include:
- Key themes shaping independent agencies and brokers: How the retail agency market is transforming through digitally enabled growth, workforce modernization, and customer-centric operations.
- What’s driving and challenging agencies today: Why staffing and talent acquisition top the list of operational hurdles, and how improving efficiency and productivity remains the leading investment driver across agencies of all sizes.
- Strategic initiatives in 2026: A detailed analysis of 12 strategic initiatives, six traditional and six transformational, showing where agencies are investing today and how priorities shift by agency size.
- Investment priorities by agency size: How large agencies focus on data governance and business intelligence while small agencies prioritize customer experience and marketing and lead generation.
- A call to action for agency leaders: Strategic recommendations for modernizing technology infrastructure, aligning talent strategy with technology strategy, and starting small before tackling enterprise-wide processes.
This report is essential reading for agency principals, operations leaders, technology executives, and strategic planning teams looking to align their 2026 investments with the initiatives that drive profitable growth, operational resilience, and a competitive advantage for the future.
Click here to access the report. If you are not an Advisory client, please complete the included form and a member of our team will contact you.
