Technology and Tools

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.

There are hundreds of clever ways that independent agency professionals across the country are investing the regained time. Across them all, one thing is clear: The extra hour is always time well spent.

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.

In a world driven by technology and convenience, customers expect to access all types of services through their phones. And consumers with insurance policies are no exception. 

People will choose the easy, straightforward process over the complicated and frustrating one every day of the week, so you need to provide a seamless customer journey. That’s why it’s time to invest in embedded insurance.

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.

With the rise of InsurTech, insurance is undergoing an unprecedented digital transformation. Websites and apps now rule the sector, and with this shift comes both opportunities and challenges. As digital platforms play a bigger role in the industry, user

While 73% of independent agents say their customers expect a fully digital experience, 91% report an increase in customers’ desire to speak to an agent when they have questions.