Agent & Broker

Agent and Brokers Commentary: January 2023

Nearly all say improving the customer experience for the agent/broker is one of their top business drivers for tech investments, up 20% over 2021.

In this new year, agents should branch out of their comfort zones and consider how to improve their efforts to identify and capture new business.

Younger generations want jobs in which technology reduces frustrations, increases productivity and enables quick successes. In insurance, too many obstacles still exist.

One challenge is recognizing this might be the greatest time ever to recruit people, because 70% of employed individuals say they need a second income to make ends meet. 

To begin with, we all should rethink the terms independent agency “system,” “channel” and “distribution.”

Aimee Kilpatrick, chief operating officer at Cadence Insurance, describes how the Cadence Bank-owned insurance agency is tackling the industry-wide talent shortage, and how it is meeting clients' evolving needs,

Haphazard marketing may result in a decent amount of web traffic. But if those prospects do not convert into customers, you've wasted your time, effort and money.