Securing Trust: Best Practices for Keeping Clients’ Data Secure
Strong security measures and client awareness are critical to maintaining trust and safeguarding assets.
ACT
Preventing E&O Claims After a Merger or Acquisition
As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.
From Burnout to Breakthrough: How AI-Powered Risk Intelligence Helps Agencies Refocus on Hero Work
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.
6 Strategies for Overcoming AI Analysis Paralysis in Your Insurance Agency
Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?
Preventing E&O Exposures as Insurance Agencies Turn to AI
The rise of AI is poised to transform independent insurance agencies however, increased adoption is prompting essential discussion regarding the errors & omissions implications of its use by agencies.
Privacy Litigation Risk Grows ‘Substantially,’ According to Coalition Report
Lawsuits over how businesses collect and use data have surged, driven largely by aggressive plaintiff’s attorneys leveraging decades-old privacy laws in modern contexts.
How Independent Agents Can Use Analytics to Boost Sales and Strengthen Client Relationships
Data has evolved from a back-office function to a front-line strategic tool for independent insurance agencies.
3 Questions to Confirm Who Owns Your Agency’s Data
Who really owns that data once it’s stored in a vendor’s system? What happens if an agency decides to switch platforms? And can agents freely connect their data across tools to build the client experience they want, or are they locked into whatever their vendor dictates?
How AI Can Address Independent Insurance Agency Pain Points
AI-based tools can solve many of the challenges confronting today’s insurance agents, helping agencies work smarter, serve clients faster and grow more efficiently.
AI and the Carrier-Agent Relationship
Thoughtful leverage of artificial intelligence (AI) capabilities from both ends of the carrier-agent partnership has the potential to increase efficiency and effectiveness across the distribution system.
