Technology and Tools

Three years into owning a captive insurance agency, James Jenkins knew he wanted to go the independent agency route. In April 2019, he launched RiskWell, a technology-forward agency.

Todd Dailey’s approach to technology follows a simple hierarchy: people, process, then technology.

Here are five practical ways independent agents can leverage artificial intelligence (AI) while focusing on authentic human connection.

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

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

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

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.

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.

The industry must begin to rebuild relationships, truly committing to providing a better customer experience through transparency, education and innovation.