William Jones

Retaining clients can be challenging when faced with carriers withdrawing from markets, steep rate increases and an onslaught of remarketing requests from customers.

What is the current best practice for storing those recordings in an agency management system (AMS)?

Maintaining, improving and enhancing your website can feel like a full-time job for independent agents, who already wear many hats in their businesses. That’s why the Big “I” has an array of resources to help.

People constantly check their devices for notifications, and there are only a handful of moments in the day when most people aren’t within reach of their phones.

Technology is reshaping insurance sales and client management, providing new opportunities for success for insurance professionals.

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

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. 

As producers in the trenches of the hard market, Revenue and Salas share sales strategies and advice for the often-grueling process that goes into building a book of business from scratch.

Kelly Donahue-Piro, owner of Agency Performance Partners, sits down with two experienced agency presidents to share advice for how to interact with clients in the hard market.

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.