Many agents understand in principle that “customer experience” is the sum total of an agency’s interactions with prospects and policyholders. In practice, however, customer service often ends up focusing more on the policy transaction and claims, and less on what …
Most agencies can’t afford to employ an information technology (IT) specialist. Luckily when it comes to most security and privacy issues, they may not need one. Most agency systems have built-in protections. However, agents need to stay vigilant, focused and …
An agent’s technological plate is so full it may seem impossible to decide where to start. Experts agree that embracing mobile needs to take top priority for two critical tasks: to mobile-optimize the agency website and streamline clients’ access to …
Bruce Cochrane of the Renaissance Alliance says agents have to measure everything to stay competitive, however that does not mean relying on technology alone, according to experts who work with and for agencies. “Many principals make the mistake of believing …
Technology overload is a common lament among independent agents, who face a growing list of challenges in how to use it effectively. According to leaders on the front lines, however, the number one technology issue is not privacy, security, the …
