Agent & Broker

By offloading non-core tasks to outsourcing companies, agencies can boost productivity and improve overall operations.

"Automation has taken such a big leap forward that it’s freeing agents to focus on their clients and provide more thoughtful, more personalized interactions and focus on higher-value activities."

Cybersecurity is crucial for insurance agents to protect sensitive client data from rising cyber threats.

Unprecedented surges in severe weather events highlight the need for insurance solutions to better inform and protect consumers from risks.

Generative AI creates huge opportunities for efficiency, especially in gathering, understanding, and comparing documents during renewals, and can point out revenue opportunities, such as for a business taking digital payments that doesn't have a cyber policy.  

Data visualization tools are empowering agencies with role-specific insights, enhancing decision-making and operational efficiency across the organization.

Agency owners must prioritize succession planning to ensure long-term stability and maximize the value of their life's work

Has insurance industry efficiency really improved because of technology over the past decade? The short answer is no. But we can get on a better path.