Technology and Tools

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.

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.