Agents Need Better ‘Intent Data’ to Deliver Personalized CX
As independent agents seek to grow their business, bring on more clients and sell more policies, adopting a data-first mindset across the customer experience (CX) is key.

As independent agents seek to grow their business, bring on more clients and sell more policies, adopting a data-first mindset across the customer experience (CX) is key.
The insurance industry is no stranger to outdated technology. But do you know how much it can cost your independent insurance agency?
From the vast quantities of actuarial data to the minute details of client data, there’s no escaping the truth that we’re surrounded by data and only creating more of it every day.
As agency revenue increases, so does the challenge of getting the most out of the tool, rising from 62% of agencies that generate $500,000 to $1 million up to 76% of agencies that generate between $3 million and $5 million.
Through industry consolidation and collaboration, it is becoming easier to stay on top of digital marketing trends.
On this episode of Agency Nation Radio, Tiago Prado, co-founder and chief visionary officer of BRZ Insurance, discusses how his agency is combining technology and a multiligual team to cater to the changing consumer demographics in the U.S.
Whether it’s reevaluating tried-and-true policies or exploring new lines, agents have several opportunities to expand this summer.
Finding a niche market helps agents go from “one of many” to one of the few.
On this episode of Agency Nation, Dana Dattola, principal of Weaver & Associates, shares how she implemented diverse work and marketing strategies at her family agency, which provided a platform for the business to adapt to the pandemic.
On this episode of Agency Nation Radio, Ron Glozman of Chisel AI, Raghav Tanna of Tarmika, Ido Deutch of Agentero, Ron Shroyer of Aureus Analytics, and Ray Roentz of Heneghan, White, Cutting and Rice Insurance discuss using data to make independent agenci