Navigating technology: Quoting innovations that assist agency growth August 12, 2022 Identify tech categories and what is possible and in-market today that improves quoting activities. Managing Your Agency
Navigating the metaverse and its applications in the P&C industry January 26, 2024 Understand its potential to reshape the commercial P&C insurance industry and how to thoughtfully navigate risks. Commercial Insights
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
Taking it to the next level June 29, 2022 In the third part of our Guide to Agency Technology, discover what options are available to streamline sales 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
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
Navigating technology: Agency management system capabilities for growth and retention September 19, 2022 Identify integration opportunities that make agency management systems even more critical to agency operations. Managing Your Agency
How AI is transforming the insurance industry March 10, 2023 Insurers will innovate to leverage the power of AI to transform the industry & improve the overall customer experience. Managing Your Agency
Navigating technology: Mapping your agency’s processes March 6, 2023 Build process mapping for marketing, sales and service to introduce tech enablement opportunities. Managing Your Agency
Navigating technology: Emerging data opportunities for tech-enabled insurance agencies December 8, 2023 The next wave of data opportunities to operate as a tech-enabled independent insurance agency. Managing Your Agency