Agent & Broker

After four decades of running my own business, I’ve developed a set of tips to help strengthen client acquisition and retention efforts–-even in difficult circumstances.

Next-generation distribution management can be key to fostering growth, delivering exceptional agent experiences, and advancing the agency into its next evolutionary stage. 

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.