Sales and Marketing

Here’s how independent insurance agents are prioritizing low-tech interactions for high-impact payoffs in marketing, sales and customer service.

Relationships have always been at the heart of Doris Zampella’s approach to insurance. As president of EAB Insurance Group, she has built her agency around personalized service and community ties.

By helping trucking clients understand the risks and insurance solutions available to protect their cargo, agents can provide valuable support across the supply chain.

Judgment, advocacy and trust remain at the core of the agent’s value. 

Making sure clients clearly understand what is and isn’t covered can help prevent potential errors & omissions claims and reduce the likelihood of client dissatisfaction if a claim occurs.

When ending a client relationship, agencies should focus on risk management, agency protection and maintaining coverage continuity during the transition.

What can begin as a relatively small issue on a roof can rapidly escalate into a costly property loss and prolonged business interruption for property owners.

Economic pressures and volatility are challenging agents in the personal marine market amid shifting risk appetites and capacity constraints.

Artificial intelligence (AI) is reducing administrative burden so agents can spend more time advising clients.