Issue Highlights – January 2023

Instead of leading with features and benefits, create a differentiated experience right off the bat with an impactful story. Once a customer has an emotional point of connection, your competitors won’t stand a chance.

In the new year, the independent agency distribution channel must take advantage of growing opportunities to not only streamline their compliance but also reduce compliance costs and even improve sales efficiency.

You and your customers have been battered these past few years by various catastrophes of near-biblical proportions. Your customers don’t just want a good year, free of missing coverages and underinsured losses. They need it.

Differentiation often starts with marketing, but it comes alive in the selling process. Even if your agency’s products and services are superior to all others, it means nothing if you can’t convey that to your buyers.

Keeping up with the constant stream of digital tools can feel like drinking from a firehose. However, there are several things agency owners can do to ease the process and ultimately become a tech-savvy business.

In 2021, Perspective Insurance purchased three agencies. When Jessica Mulder was tasked with transitioning each agency and its data onto their agency management system, she knew “there were going to be set backs,” she says. “You had to have an open mindse