Client Communication

Tips to make sure your website appears in the sea of search results on Google and any other search engine.

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.

A new report reveals a troubling disconnect between what homeowners know and what they do to protect their homes. Learn how agents can turn knowledge into action and value.

To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.

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

Agents can help find a way to deliver comprehensive protection and streamlined service to small businesses that face unique challenges.

“Previous generations bring vast amounts of knowledge and experience and new generations have great new ideas, new life and new outlooks,” says young agent Brooke Stout. “There are many ways to integrate the old ways with the new ways and make the best workflows possible.”

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.

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.