Navigating technology: Using data for retention February 12, 2024 Managing the client journey from prospecting to renewal entails data for retaining and enhancing relationships. Managing Your Agency
Why agents should add a client portal to their website September 12, 2022 While portals provide ease and convenience to clients, they also offer a host of benefits to agencies Managing Your Agency
Navigating technology: Building client loyalty digitally March 11, 2024 Marketing, sales and service tech are vital for building client loyalty in today's digital era. Managing Your Agency
Navigating technology: Opportunities for automation along the client journey July 19, 2023 Automate all client touchpoints that don't require advice. Managing Your Agency
Specialty Care Glossary November 1, 2020 Definitions for unique industry specialty care terms and terminology Commercial Insights
Everything you need to know about insurance referral programs May 1, 2023 Learn best practices for supporting your referral marketing strategy to ensure your referral pipeline flows optimally. Managing Your Agency
Leaning on technology to increase client retention in the insurance industry April 19, 2023 Increasing client retention by just 5% can lead to a 25%-95% increase in profit. Managing Your Agency
How to Approach Life Insurance Marketing April 14, 2023 Here are best practices for approaching the sensitive nature of life insurance in a way that’s digestible. Additional Coverage Insights
How to Automate Insurance Renewals May 22, 2023 Learn more about insurance renewal automation technology and how to incorporate it into existing processes. Managing Your Agency
Transforming the insurance industry: Top technology trends and opportunities for 2024 February 19, 2024 Our panel of experts share insights on what’s ahead for technology in the industry. Managing Your Agency