Strategies

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

With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.

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.

A new report reveals a troubling disconnect between what homeowners know and what they do to protect their homes. Learn how agents can turn knowledge into action and value.

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.

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

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.