Client Communication

As the number of high net-worth individuals (HNW) grows and more are considering self-insuring, agents’ roles are transforming from policy placement to strategic risk advisor.

Many agencies struggle with marketing because they aren’t sure what results they are hoping for. A good way to think of digital marketing campaigns is as a tool your agency uses to create simple conversations.

Here are four technology capabilities that can help you maximize revenue and build long-term client relationships in your commercial insurance book.

With rating climbing and coverage tightening, more high net-worth (HNW) clients are choosing to assume more risk themselves. Here’s how agents can help HNW clients evaluate their risk profile and tolerance.

A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?

In a market where carriers are inundated with submissions, agents can help their product liability clients secure the coverage they need by understanding carriers’ appetite and capitalizing on the opportunities they offer. 

Independent Agent magazine speaks with an agent from each revenue category about their experiences with the Best Practices Study and how their business operates.

Effective marketing is important, but careless marketing can be dangerous. When it comes to marketing while managing your own risk, the primary tip is simple: Don’t overpromise.

If cybercriminals gain access to cyber coverage details, it can shift the balance of power in their favor, making ransom demands more calculated, negotiations more difficult and outcomes more costly.