Client Communication

Proactive conversations with clients about catastrophe risks can surface potential coverage gaps and open the door to more forward-looking planning.

“It’s all about embracing artificial intelligence (AI),” says young agent Audriana Misic. “Not to replace people but to make what we do more efficient and effective.”

“Spanish is my first language,” says young agent Deuel Romero. “I got into the industry when I saw a huge opportunity with the underserved demographic of the Hispanic business owner community.”

“The core value of lending a helping hand and never being too busy to help a producer … is everything I want in a mentor, especially as a guy that didn’t go to school for insurance,” says young agent Jackson Doyle.

“I see more people my age coming into the industry,” says young agent Ander Urdaneta, “and with new faces comes new ideas—and with new ideas, the industry is just going to keep growing.”

As wildfires, tornadoes and floods continue to disrupt the lives of millions across the U.S., our industry must face a hard truth: The current insurance purchasing journey often fails both consumers and the agents trying to serve them.

With restrictions on new business, carriers pulling out of the market, agency commissions taking cuts and underwriting giving the word “difficult” a whole new meaning, it’s no wonder coastal agencies have felt the impact of the last few years.

What is the current best practice for storing those recordings in an agency management system (AMS)?