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The insurance industry is no stranger to outdated technology.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?
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.
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
Direct carriers are a strong competitive force, slashing prices and selling customers on price alone. Here are five ways independent agents can step up to the challenge and grow their agencies.
Companies entrusted with its customers’ financial data are shifting their messaging to emphasize the steps they are taking to ensure the safety of that data.
Agencies have the tools available to better understand audiences, update message delivery channels and reach clients in the best way possible.
The pandemic has forced agencies to go digital, and a balance is needed to move forward by appealing to digitally-savvy audiences without alienating more traditional customers.