Sales

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

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.

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.

Will Canterbury is an entrepreneur in the truest sense. From running a lawn care business to pursuing a music career to selling furniture, Canterbury has done it all.

Every agency has its own “unwritten rules”: those lessons, bits of wisdom or do’s and don’ts that may not show up in trainings or be written down anywhere but make all the difference in running a successful business

For agents operating in the market, it’s imperative to understand the transformation that has taken place since the coronavirus pandemic, including changes to event formats, event planning, and audience expectations.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.

Investing in a modern agency management system (AMS) with next-gen capabilities gives your agency the competitive edge it needs to thrive.