Technology and Tools

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.

For agents, roadside assistance policies offered by carriers present an opportunity to deliver a superior level of service and support to auto clients.

Having the tools to help expand the agent-client relationship and being able to employ them properly ensures the best chance of building customer loyalty and receiving referrals.