Strategies

Artificial intelligence (AI) is not removing agents from the equation. It’s reshaping how customers approach insurance, how work gets done and where agents create the most value.

Relationships will always remain the heart of the insurance business. But in today’s environment, the agencies that combine strong relationships with operational efficiency will be the ones best positioned to grow.

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.

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.

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. 

While 73% of independent agents say their customers expect a fully digital experience, 91% report an increase in customers’ desire to speak to an agent when they have questions.

Conversational artificial intelligence enhances the customer experience and is key to agents remaining competitive in today’s socially distanced world.