Customer Service

It’s essential to create and maintain healthy boundaries. These clear expectations not only support your well-being but also enhance client service.

How are shifting trends impacting independent agents’ personal lines strategies? And what do clients want from their insurance relationships? Here are seven trends for the future of personal lines insurance.

Landlords who normally operate long-term rentals will convert to short-term rentals, while others, who’ve never offered short-term rentals, are expected to list their properties just for the World Cup.

Claims disputes are rarely about technical errors alone. They’re about communication, perception and alignment. Agencies that prioritize clarity and education deliver better service, reduce friction and strengthen long-term trust.

As the number of high net-worth individuals (HNW) grows and more are considering self-insuring, agents’ roles are transforming from policy placement to strategic risk advisor.

Here are three common objections from service teams about cross-selling and how to get team buy-in and enthusiasm.

In a market where carriers are inundated with submissions, agents can help their product liability clients secure the coverage they need by understanding carriers’ appetite and capitalizing on the opportunities they offer. 

Emily McGinn is general manager of the MGA and wholesale business unit at Vertafore, overseeing product development, professional services and customer service.

Independent Agent magazine speaks with an agent from each revenue category about their experiences with the Best Practices Study and how their business operates.