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Balancing Act: Customers Demand Both a Digital and Personal Experience https://www.iamagazine.com/strategies/balancing-act-customers-demand-both-a-digital-and-personal-experienceBalancing Act: Customers Demand Both a Digital and Personal Experience 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. 2/16/2021 5:00:00 AMTechnologyTechnology Agency Operations & Best PracticesStrategiesBill Suneson
7 Steps to Serving Clients Through Mail Delayshttps://www.iamagazine.com/strategies/7-steps-to-serving-clients-through-mail-delays7 Steps to Serving Clients Through Mail DelaysThe mail delays over the past number of months have made invoices and insurance payments arrive late, often resulting in dropped coverage for clients. Here are seven ways to keep your team and clients up to speed.2/18/2021 1:00:00 PMAgency Operations & Best PracticesAgency Operations & Best PracticesStrategiesWesley Gehman
Can Employers Require Employees to Receive COVID-19 Vaccinations? https://www.iamagazine.com/strategies/can-employers-require-employees-to-receive-covid-19-vaccinationsCan Employers Require Employees to Receive COVID-19 Vaccinations? States across the country are in varying stages of vaccination and while the question of whether employers can require a COVID-19 vaccine isn't imminent for most businesses, now is the time to think about your strategy.1/28/2021 10:50:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesStrategiesClaudia St. John
The Missing Ingredient: What Buyers Crave, Resist and Rarely Gethttps://www.iamagazine.com/strategies/the-missing-ingredient-what-buyers-crave-resist-and-rarely-getThe Missing Ingredient: What Buyers Crave, Resist and Rarely GetIn every commercial insurance transaction, there is a buyer and a seller working towards the common goal of protection for a risk. Too often this transaction is flawed. Here's some reasons why. 1/27/2021 11:00:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesStrategiesSusan Toussaint
Opportunities Abound for Future-Minded Agencieshttps://www.iamagazine.com/viewpoints/opportunities-abound-for-future-minded-agenciesOpportunities Abound for Future-Minded AgenciesThe independent agency channel is at an inflection point, and future-minded agencies will choose to evolve. Here are four key pillars agencies should look to when creating a transformation action plan.1/21/2021 10:55:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesViewpointsTyler Asher
5 Considerations for 2020 Year-End Tax Planning https://www.iamagazine.com/strategies/5-considerations-for-2020-year-end-tax-planning5 Considerations for 2020 Year-End Tax Planning As we approach the year's end, agents should take into consideration the numerous coronavirus-related tax changes that may have an impact on their 2020 tax filings.12/9/2020 11:00:00 AMAgency Operations & Best PracticesAgency Operations & Best PracticesStrategiesDave Evans