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Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.

Here’s what clients value most from their insurance agents, according to a ClientCircle study.

Keeping an existing client is far more cost-effective than chasing down a new one. But with more competition and less opportunity for face-to-face contact with customers, how can you stay top of mind?

Independent agents can transform how customers perceive value in insurance, guiding them through a challenging and evolving market.

The industry must begin to rebuild relationships, truly committing to providing a better customer experience through transparency, education and innovation.

Ashley Stafford, insurance advisor at Williams Insurance Agency in Rehoboth Beach, Delaware, always strives to “turn challenges into opportunities and prioritize exceptional customer service,” she says.

In the latest installment of a special bonus podcast series from the Big “I” national Young Agents Committee (YAC) and Trusted Choice®, a panel focuses on marketing strategies in today’s marketplace.

From generating a digital business card to providing automated directions to a location through Waze or Google Maps, QR codes can be used in so many ways, which means the opportunities for independent agents are growing.

Using and understanding the net promoter score (NPS) metric can help you take a proactive approach to account management.