Customer Service

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

Agents must strike a balance between recommending suitable coverage and refraining from providing opinions on whether specific losses are covered under a given policy.

“We need to encourage other young professionals to get into the industry and understand that it has a lot of opportunities,” says young agent Lucas Anderson. “I had the privilege of being born into it, there are a lot of people who fall backwards into it, but we need to turn it into an industry…

“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.”

On this episode of Agency Nation Radio, we meet Jorge Wetenkamp, agency owner of Desert Crest Insurance in Saint George, Utah.

Wetenkamp’s career in insurance was unexpected. After working at In-N-Out Burger and at the DMV, he took a job with AAA Insurance when they started offering DMV services. This opened his eyes to the opportunities for career growth and serving the Hispanic community.

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.

Retaining clients can be challenging when faced with carriers withdrawing from markets, steep rate increases and an onslaught of remarketing requests from customers.