Agent & Broker

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From Agents First to Agents Last?

Even though agents are thriving, direct distribution will significantly increase, insurtech will play a big role in reshaping distribution and big tech companies will enter the space.

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A Guide to Legacy Modernization

Faheem Shakeel

78% of digital transformation efforts fail to drive desired results due to poor planning. Here are some steps that will ensure success.

two insurance agents sitting on a couch in an all white office together. There is a white bookshelf in the back containing binders, organizers and plants.

2 Overlooked Marketing Keys for Agents

Paul Carroll

Agent and Brokers Commentary: July 2022

An Interview with Joel Zwicker

Insurance Thought Leadership

"Many agencies will say, well, we have two policies per client, so we've done a really good job because the industry average is around 1.62. But if my agent only has two policies with me, he's left well over half my business on the table."

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Why Agents and CPAs Must Collaborate

Romeo Razi

Insurers and accountants have similar concerns on behalf of clients, so the more agents and CPAs collaborate, the better.

two laptops on a table and papers with graphs spread out

Go All-in With Data Tracking

Wendy Keneipp

Agencies are highly motivated to use technology to track data on existing clients, to retain them. We need this same commitment in the pre-sale process for new clients.

a header that includes a picture of a couple talking to an insurance agent. There is a navy blue gradient background with white text that reads "ITL Focus, Agent and Broker, June 2022"

ITL FOCUS June: Agent and Broker

ITL FOCUS is a monthly initiative featuring topics related to innovation in risk management and insurance.

This month, we're focusing on Agent and Broker.

a photo of someone holding a tablet with an insurance claim form on it. There is a desk with glasses and notes. There is a blue banner on top of it that says "an interview with William walrath"

An Interview with William Walrath

Insurance Thought Leadership

There's a ton of information that agents can bring to the table based on what they know about customers. Companies spend loads of money buying data about customers that, in most cases, isn't that great. We're all trying to figure out who this customer is – and the agent likely knows it. So, is there a way that you could pay agents for good data?