6 Strategies to Improve Retention and Keep CAC Down
Keeping an existing client is far more cost-effective than chasing down a new one. Here are six steps to retain more clients and keep costs down.
Customer Service
Back Office Technology: How Modernization Improves the Client Experience
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.
Westfield Adds Inland Flood Coverage Endorsement
The endorsement is designed for homes outside historical high-risk flood zones and provides coverage for damage from flood waters or surface waters.
From Awareness to Action: How Insurance Agents Can Help Homeowners Close the Resilience Gap
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.
Homeowners Rates Increase 40% in 6 Years, According to LendingTree
Nationally, homeowners insurance rates jumped 11.4% in 2024, with double-digit increases reported in the last two years.
Offering Umbrella Coverage: 4 Reminders for Independent Agents
To mitigate the risk of an errors & omissions claim, insurance professionals need to approach offering umbrella coverage with diligence and consistency.
How Agents Can Help Small Businesses in a CAT-Exposed Hard Market
Proactive conversations with clients about catastrophe risks can surface potential coverage gaps and open the door to more forward-looking planning.
3 Ways Agents Can Help Small Businesses Become Better Risks
Agents can help find a way to deliver comprehensive protection and streamlined service to small businesses that face unique challenges.
How Giving Advice and Making Representations Can Be Risky Business for Agents
Agents must strike a balance between recommending suitable coverage and refraining from providing opinions on whether specific losses are covered under a given policy.
Highest Value Auto Customers Most Likely to Shop
More than one-third of U.S. personal auto insurance customers are dissatisfied with their insurance and those with higher overall lifetime value profiles are most likely to leave, according to J.D. Power.
