Client Communication

Here’s how independent insurance agents are prioritizing low-tech interactions for high-impact payoffs in marketing, sales and customer service.

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

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

Successful companies are building connected infrastructures that automate commission reporting, track book-of-business in real time, surface compliance gaps and help agents identify customers who need outreach.

From the long-lasting impact of the pandemic to the turmoil of the hard market, personal lines consumer preferences are shifting. Here’s how independent agents can keep up.

The industry must begin to rebuild relationships, truly committing to providing a better customer experience through transparency, education and innovation.

Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.

Email automation can help your agency reach the right audience at the right time with relevant content, contributing to new business and long-term customer satisfaction.

Technology is reshaping insurance sales and client management, providing new opportunities for success for insurance professionals.

For agents, roadside assistance policies offered by carriers present an opportunity to deliver a superior level of service and support to auto clients.