Agent & Broker

Agentic AI enables immediate information sharing for brokers and agents when incidents occur for policyholders. 

Automated SMS marketing transforms insurance policyholder retention through personalized, timely communication strategies.

Insurers can transform customer experience through strategic digitization and AI-powered innovation.

Three technologies are transforming insurance agents into digital-age concierges for their customers.

Insurance professionals must help clients navigate event safety risks as gatherings become increasingly complex and frequent.

The lingering effects of rising premiums, coverage restrictions and evolving client expectations are making retaining business and maintaining strong relationships paramount.

Insurance agents must adapt to digital-first consumers while maintaining personalized service in today's evolving marketplace.

Cake & Arrow CEO Josh Levine says it's crucial for agencies to design experiences for agents, not just for customers, by simplifying the web of systems they must use.