3 Operational Moves To Make Before Open Enrollment Begins
With stricter oversight in place for open enrollment, agents cannot afford to assume their tools will work when they flip the switch on Nov. 1. Take the time to prepare now.
Client Communication
E&O Risks With Providing Educational Guidance on Online Intake Forms
Where is the line between helping applicants understand a question and improperly influencing or coaching their responses?
Trusted Choice® Launches Evolving Market Toolkit
The toolkit helps Big “I” member agencies navigate new market headwinds with updated strategies for client communication, renewal and retention, and operational efficiency.
Keeping a Human in the Loop Remains Crucial to Insurance Buyers as They Accept AI Tools
A new Big “I” survey finds consumers embrace AI-powered service but still want the expertise and guidance of a dedicated human insurance agent.
Turning Risk Data into Guidance for Homeowners
As homeowners insurance becomes more expensive and complex, agents can play a larger role in helping clients understand and manage risks.
Staying Unmistakably Human in the Age of AI
Here are five practical ways independent agents can leverage artificial intelligence (AI) while focusing on authentic human connection.
Human Touch: How Low-Tech Interactions Lead to High-Impact Payoffs
Here’s how independent insurance agents are prioritizing low-tech interactions for high-impact payoffs in marketing, sales and customer service.
3 Workflows That Are Stealing Your Day
By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.
How Agents Can Show Up for Clients as the Healthcare Market Evolves
As the healthcare market continues to expand, it is facing significant shifts driven by cost pressures, policy changes and increased regulatory scrutiny.
How Agents Can Reframe Rate Pressure Into Opportunity
This moment calls for disciplined, consultative leadership. Here are four ways to do it.
