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Share Video: Enhancing your website to attract and retain clients March 8, 2022 Many buying journeys begin online as customers research and plan their purchases, so it’s likely your website will be the first introduction a client has to your business. Reviews, a contact form, search engine optimization, and an about page are a few key foundational features for your website. Once you have these foundational features in place, there are a few next steps to consider that will help improve the client experience and create efficiencies to help prioritize staff time. Mobile-friendly Mobile queries that contain “insurance near me” have grown by over 100%.1 When it comes to making your site mobile friendly, images, text and menu options should all be sized correctly to be viewed on mobile devices. Live chat technology Using artificial intelligence, live chat capabilities can help provide a better, more responsive client experience, like answering questions like about coverage or even securing a policy. Artificial intelligence is predicted to handle 95% of customer interactions by 2025.2 Client portal Another way to meet client expectations and enable self-service 24/7. Clients can be proactive with requests like looking up policy information. Our Agency Forward research found 48% of consumers have used a self-service portal. As a whole, technology can help foster a more personalized, collaborative relationship between agencies and their clients—creating unmatched experiences to stand out from the competition. Keep in mind, offering digital experiences may also help demonstrate you’re a trustworthy and dependable insurance partner, capable of adapting within this evolving insurance landscape. Sources 1 Google Data, U.S., July 2016–June 2017 vs. July 2018–June 2019. 2 www.financedigest.com/ai-will-power-95-of-customer-interactions-by-2025.html Share
Digital marketing How to generate insurance leads April 29, 2026 Identify opportunities to increase lead generation and lead quality.
Managing your business and clients Navigating technology: What is Answer Engine Optimization (AEO) for insurance agents? April 23, 2026 AI is answering your clients' questions. AEO ensures your agency is the one doing the talking.
Managing your business and clients Navigating technology: Enhancing customer relationships with AI April 15, 2026 Learn how AI tools can support personalized experiences.