Agent & Broker

Can we design and build the insurance experiences that are meaningful for customers and the agents who serve them?

But "fail" is. And, to avoid failing, agents and brokers must reframe their approach to accountability so it isn't seen as a negative.

Brokers and risk managers should prepare for possible claims many years from now related to climate litigation and "forever chemicals."

Communicating with customers via personalized videos can increase sales and lower churn while reducing the load for call centers.

The future is going to include stronger insurer/distributor relationships. Agents want it. Insurers need it. Customers will benefit from it.

Most agents never get around to asking clients for referrals to prospects--but even those who do almost always miss a key point.

In this whitepaper, we explore how conversational AI can create a better customer experience, improve agent productivity, reduce contact center traffic, and more.

The COVID-19 pandemic changed how we sell insurance and rewrote the role of the independent agent forever.