Independent agents are making the transition from transaction processor to risk advisor. Digital tools and services make this transformation possible by reducing the time needed on routine tasks so agency staff can devote more time to build stronger, longer-lasting client relationships. Our pledge to independent insurance agents: to deliver customer-facing digital tools and services that feature three must-haves:
Digital tools and services must solve measurable problems and produce defined outcomes. The latest or trendiest gadget doesn’t cut it – and we won’t offer or recommend them.
Rising cybercrime and unfettered data sharing threaten agencies and clients alike. Data security can no longer be taken for granted for both agencies and the vendors they use.
Value must be measured in specific ways: lower costs, time saved, greater retention based on customer satisfaction, and higher job satisfaction that drives productivity.