Should an Agency Record Phone Calls With Insureds?
What is the current best practice for storing those recordings in an agency management system (AMS)?
Client Communication
Big ‘I’ Expands Trusted Choice® Hard Market Toolkit
The newly expanded resource—which builds upon the toolkit first published in July 2023—covers a wide range of updates and strategies for navigating the challenges posed by the hard market.
7 Big ‘I’ Resources to Make the Most Of Your Website and Online Presence
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.
Trusted Choice Survey: How Agents Are Adapting to the Hard Market
Client communication, retention, technology and team morale are among agents’ top priorities in adapting to the hard market.
4 Ways to Defuse Stressful Situations with Clients
Handling challenging client conversations comes with the territory when working as a customer service agent. Here are four strategies to create a better experience.