Agent & Broker

With the insurance market set to soften, agents have a rare chance to lock in client loyalty and fuel long-term growth. It is time to act.

Integrating insurance policy management software with the rest of an agency's tech ecosystem can generate insights and boost productivity. 

Generative AI can help in any area that requires a large lift in data review and analysis, especially related to the regulatory profile for a producer.

After four decades of running my own business, I’ve developed a set of tips to help strengthen client acquisition and retention efforts–-even in difficult circumstances.

Next-generation distribution management can be key to fostering growth, delivering exceptional agent experiences, and advancing the agency into its next evolutionary stage. 

By offloading non-core tasks to outsourcing companies, agencies can boost productivity and improve overall operations.

"Automation has taken such a big leap forward that it’s freeing agents to focus on their clients and provide more thoughtful, more personalized interactions and focus on higher-value activities."

Cybersecurity is crucial for insurance agents to protect sensitive client data from rising cyber threats.