Agent & Broker

The future lies in leveraging smart technology to streamline sales, increase conversions and have more productive agents and brokers.

Insolvencies and impairments are so low in P&C that most agents pay little attention to the possibility one of their companies may fail.

Nearly 60% of insurers expect major disruption by insurtech, and half see global tech companies like Amazon and Google invading personal lines.

Agents who give personalized advice and advocacy when needed represent the great upside and the future of the agency channel.

You are being underpaid on half your book of business while being overpaid by the top tier. You must address both discrepancies.

Few financial advisers address clients’ P&C needs—leaving clients exposed to significant gaps in coverage and out-of-pocket costs.

Insurance agents and financial advisers who don’t have a strong social media presence could be missing out on a lot of potential business.

How do we effectively integrate “technology of tomorrow” with “business models of today” and interpret the “culture of yesterday”?