Agent & Broker

Companies try to be customer-centric -- but that's not enough. They must look to the external reality and dig into the DNA of how customers actually buy.

With digitization greatly increasing customers' expectations, here are eight ways that agents can become valued "discussion partners."

Data and analytics offer insurers an unprecedented opportunity to understand and respond to each customer as an individual.

Insurance agents have it within their power to do more than sell policies or find the best prices for smokers who want to buy insurance.

The lack of original copy from agents—the general absence of creativity—is a symptom of personal laziness and professional indifference.

When asked, “Why should I do business with you/your agency?” most will respond with the same standard, boring, "Generic Five" lines.

Just arriving at a reasonable number is inadequate if the report parameters are missing. It is kind of like buying the wrong insurance policy.

Too little tech, and you’ll seem out of touch; too much, and you’ll lose the personal touch that keeps customers loyal and engaged.