MASTERING THE DIGITAL MARKETPLACE

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:

Peak Functionality

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.

Optimum Security

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.   

Highest Value

Value must be measured in specific ways: lower costs, time saved, greater retention based on customer satisfaction, and higher job satisfaction that drives productivity.

Videos on demand

SERVICES

Digital Red Flags Assessment©

Wetzel Digital Roadmap©

WHAT OUR CLIENTS SAY

DID YOU KnOW

52% of U.S. Adults
will not use a product or service due to concerns about how much personal information would be collected.
43% of Cybersecurity Breach Victims
are small and medium businesses.
Remote Work has Increased
the average cost of a data breach by $137,000.
67% Increase
in security breaches since 2014.
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Thomas H. Wetzel & Associates, Inc.

Helping Insurance Agents Master the Digital Marketplace
The City Mix